Core Custodian List

Access to data from these custodians is included in the basic Blueleaf service, free of charge

Our Core Custodians include:

  • DST Vision
  • Fidelity / NFS
  • First Clearing
  • Folio
  • TD Ameritrade (historical data available)
  • TradePMR
  • Trust Company of America
  • Schwab (2 years historical data available)
  • Interactive Brokers (historical data available)
  • Raymond James
  • Hilltop Securities
  • Pershing
  • SEI
  • AssetMark
  • Apex Clearing

While we have access to many more custodians for advisors, here we have listed only Blueleaf's core custodians. Note that you may have access to additional custodians.Please let us know if you have any questions about how to add these  at  


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