Core Custodian List

Blueleaf is able to directly access the data from these custodians, and it's included in the basic Blueleaf service

Our Core Custodians include:

Charles Schwab (2 years historical data available)

TD Ameritrade 

DST Vision (see a list of participating companies here)

Fidelity / NFS

TradePMR (aka: First Clearing)

FolioFN

Axos (formerly known as Trust Company of America)

Interactive Brokers (historical data available)

Raymond James

Hilltop Securities

Pershing

SEI

AssetMark

Apex Clearing

Altruist

Blueleaf also has access to additional custodians through our third party data providers. Please contact vipsupport@blueleaf.com if you are interested in adding a new custodian, either on or outside of this list.