Custodian Selection
Sep 18, 2009 8:57 pm
Our contract’s up with one of the smaller clearing firms, and I’m looking to upgrade to Pershing or Fidelity. Business is primarily stocks & bonds, small amounts of mutual funds/foreign issues. I’m hoping anyone with experience with either, or hopefully both, can weigh in on the plusses/minuses.
ThanksSource URL:https://www.wealthmanagement.com/forums/rias-independents/custodian-selection