Custodian Integration Matrix

Learn which integration features are available for each custodian.

Intraday Pricing

Tamarac provides intraday pricing data in Advisor Rebalancing for U.S. equities and ETFs listed on U.S. stock exchanges, including NASDAQ, NYSE, NYSE Alternext, and over-the-counter exchanges.

Schwab Intelligent Integration

Advisor Rebalancing is a part of the Schwab Intelligent Integration^™ platform. The integration empowers you to make more informed portfolio rebalancing and trading decisions based on real-time custodial data without logging into multiple applications.

Fidelity Wealthscape^™ Integration

You can make more informed decisions by accessing data directly from Fidelity.

TD Ameritrade Veo® Integration

Learn about integration between Advisor Rebalancing and TD Ameritrade Institutional Veo®.

Advisor Xi Integrations

Learn about the integrated fields in Advisor Xi and the source of the integration.

Synchronize Data Between Advisor Rebalancing and Advisor View

Learn more about performing a same-day sync of data within selected accounts between Advisor View and Advisor Rebalancing.