Core Custodian List

Blueleaf is able to directly access 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

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


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