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Custodian (Accounts)

This required account setting lets you type the name of the broker or custodian for the account.

If you plan to participate in an integration such as Schwab OpenView Gateway, be sure to designate the correct custodian. 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.

Set a Custodian for an Account

To assign a custodian to an account:

1. On the Accounts menu, click Accounts.

2. Select one or more accounts that are custodied at the same custodian.

3. In the Actions list, click Edit.

4. On the Account Settings panel, if you're editing multiple accounts, select the Custodian check box.

5. In Custodian, type the custodian name. Click the name of the custodian when it appears.

   

6. Click Save.

Learn More

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.

For more information on changing account settings in Tamarac Trading accounts, see Make Changes to Account Settings.

To learn more about specific custodial integrations, see Learn More About Custodian Integrations.