This a list of the custodians, brokerage firms, and mutual fund companies that have direct feeds into our portfolio management software. If you don't see your data provider here, we should be able to aggregate the accounts using ByAllAccounts.
- Charles Schwab
- DST FAN Mail
- Fidelity
- Pershing
- TD Ameritrade
- Banc of America Securities
- DAZL
- Enterprise Bank
- First Southwest
- FOLIOfn
- Genworth Financial
- Goldman Sachs
- Interactive Brokers
- iShares 529 Plan/UPromise
- LPL (Linsco Private Ledger)
- Merrill Lynch, a division of Bank of America
- Midwest Trust
- Morgan Stanley/Smith Barney
- National Advisors Trust
- Northern Trust
- PNC Bank
- Raymond James/Morgan Keegan
- RBC Dain
- Reliance Trust Company
- Scottrade
- SEI
- Southwest Securities
- State Street
- Sterne Agee
- TD Ameritrade Trust
- The Bank of New York Mellon
- TIAA-CREF
- Trust Company of America
- U.S. Bank
- U.S. Trust, a division of Bank of America
- UBS
- Union Bank
- Utah Educational Savings Plan (529 Plan)
- Wells Fargo