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Definition: Custodian

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The custodian, such as Schwab or Fidelity, as set in the account settings for individual accounts.

If you plan to participate in an integration such as Schwab Intelligent Integration, be sure to select the correct custodian here. All custodians that are linked to a custodial integration appear in a bold font. This way, you won't need to know whether you should choose Fidelity or Fidelity 401k—just choose the custodian that's in a bold font.

If you also use Advisor Rebalancing, this is a field that is synchronized between the two products.

When you update this field for an individual account or accounts, you can sync those changes without running a full Advisor View sync. To learn more about syncing account changes for individual accounts, see Synchronize Account Data With Advisor Rebalancing.

You can change the custodian when maintaining accounts and groups in Advisor View.