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Can I custody my client’s exchange fund shares at Schwab, Fidelity or Pershing?

Can I custody my client’s exchange fund shares at Schwab, Fidelity or Pershing?

Updated over a month ago

Our exchange funds are currently available for custody at Schwab and Pershing. We are also working with Fidelity to establish a custody relationship on their brokerage platform. Once a client makes an exchange fund investment, the position can be transferred to Schwab or Pershing and will appear as a line-item in the client’s portfolio.

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