RIA Operators
Log In
Community
Classroom
Calendar
Members
Leaderboards
About
Log In
6
Joe Moss
Jul '23 in
AdvisorTech
Custodians! How's yours?
A very important part of the tech stack we haven't talked about too much yet! So much of RIA ops has to do with the custodian.
What's your main custodian? Are you content with it? Considering a switch?
Altruist
Schwab/TD
Pershing
Fidelity
Other - please comment
45 votes
Like
5
34 comments
6
Custodians! How's yours?
RIA Operators
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Start here
RIA OS Overview
804
Members
2
Online
5
Admins
JOIN GROUP
Leaderboard (30-day)
1
Joe Moss
+14
2
Marcella Toronto
+4
3
Mark Hany
+4
4
Merissa Davis
+4
5
Kelly Allan
+3
See all leaderboards
powered by