# Custodial Connection Instructions

Establish custodial feeds for trade testing

- [Charles Schwab](https://support.greenboard.com/articles/6452228417-charles-schwab)
- [Fidelity](https://support.greenboard.com/articles/1223808873-fidelity)
- [Betterment](https://support.greenboard.com/articles/4163754587-betterment)
- [SEI Trust](https://support.greenboard.com/articles/3048428739-sei-trust)
- [BNY Mellon](https://support.greenboard.com/articles/8495216721-bny-mellon)
- [Northern Trust](https://support.greenboard.com/articles/6050134315-northern-trust)
- [AssetMark](https://support.greenboard.com/articles/1197738752-assetmark)
- [Raymond James](https://support.greenboard.com/articles/4562799567-raymond-james)
- [Lincoln Financial](https://support.greenboard.com/articles/2669557515-lincoln-financial)
- [my529](https://support.greenboard.com/articles/2388531798-my529)
- [Altruist](https://support.greenboard.com/articles/2880058148-altruist)
- [Axos Advisor Services](https://support.greenboard.com/articles/6072624742-axos-advisor-services)
- [Interactive Brokers](https://support.greenboard.com/articles/8156583680-interactive-brokers)
- [TradePMR Data Feed (via First Clearing)](https://support.greenboard.com/articles/4549799211-tradepmr-data-feed-via-first-clearing)
- [Pershing](https://support.greenboard.com/articles/4317531852-pershing)
- [Goldman Sachs](https://support.greenboard.com/articles/2860500284-goldman-sachs)
- [Morgan Stanley - External Investment Manager](https://support.greenboard.com/articles/6918337682-morgan-stanley-external-investment-manager)
- [Morgan Stanley - Retail & Managed Accounts](https://support.greenboard.com/articles/5491897335-morgan-stanley-retail-managed-accounts)
- [U.S. Bank](https://support.greenboard.com/articles/2195369659-u-s-bank)
- [Nationwide - Advisory Life – SFTP Access](https://support.greenboard.com/articles/9233111554-nationwide-advisory-life-sftp-access)
- [Nationwide Financial (formerly Jefferson National)– FTP](https://support.greenboard.com/articles/3369204439-nationwide-financial-formerly-jefferson-national-ftp)
- [Apex Clearing Corporation – SFTP](https://support.greenboard.com/articles/2756924192-apex-clearing-corporation-sftp)
- [Lincoln Financial Group RIA Annuities - SFTP](https://support.greenboard.com/articles/7630222192-lincoln-financial-group-ria-annuities-sftp)
- [RBC Clearing & Custody (C&C) Accounts](https://support.greenboard.com/articles/6946298477-rbc-clearing-custody-c-c-accounts)
- [Citi](https://support.greenboard.com/articles/8893337125-citi)
- [TD Ameritrade](https://support.greenboard.com/articles/9015071411-td-ameritrade)
- [Pontera (Formerly FeeX) SFTP](https://support.greenboard.com/articles/3463156522-pontera-formerly-feex-sftp)
- [Brown Brothers Harriman](https://support.greenboard.com/articles/8760326871-brown-brothers-harriman)
- [Inspira Financial - SFTP](https://support.greenboard.com/articles/7620965467-inspira-financial-sftp)
- [Mainstar Trust - SFTP](https://support.greenboard.com/articles/5609632164-mainstar-trust-sftp)
- [PNC Asset Management](https://support.greenboard.com/articles/5276056765-pnc-asset-management)
- [Janney](https://support.greenboard.com/articles/8173915237-janney)
- [Additional Custodians (via Morningstar)](https://support.greenboard.com/articles/5946587326-additional-custodians-via-morningstar)
- [Stifel - Vestmark](https://support.greenboard.com/articles/7049327708-stifel-vestmark)