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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 week ago

Yes, we have worked with each of these custodians to ensure that our advisor partners can onboard our exchange fund shares to their client’s portfolio. The investment will appear as a line-item in the client’s portfolio.

See more about our financial infrastructure, or visit our Advisor page to book a quick meeting with us.

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