Custodial Connection Instructions | Greenboard Knowledge Base
Custodial Connection Instructions
Establish custodial feeds for trade testing
- Charles Schwab
- Fidelity
- Betterment
- SEI Trust
- BNY Mellon
- Northern Trust
- AssetMark
- Raymond James
- Lincoln Financial
- my529
- Altruist
- Axos Advisor Services
- Interactive Brokers
- TradePMR Data Feed (via First Clearing)
- Pershing
- Goldman Sachs
- Morgan Stanley - External Investment Manager
- Morgan Stanley - Retail & Managed Accounts
- U.S. Bank
- Nationwide - Advisory Life – SFTP Access
- Nationwide Financial (formerly Jefferson National)– FTP
- Apex Clearing Corporation – SFTP
- Lincoln Financial Group RIA Annuities - SFTP
- RBC Clearing & Custody (C&C) Accounts
- Citi
- TD Ameritrade
- Pontera (Formerly FeeX) SFTP
- Brown Brothers Harriman
- Inspira Financial - SFTP
- Mainstar Trust - SFTP
- PNC Asset Management
- Janney
- Additional Custodians (via Morningstar)
- Stifel - Vestmark