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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 today

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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