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 vipsupport@blueleaf.com if you are interested in adding a new custodian, either on or outside of this list.