Product	Feature	Schwab OpenView Gateway	Fidelity Wealthscape	Pershing	TD Ameritrade Veo
Tamarac Reporting	Custodian Values on Accounts Page	X	X		X
	Custodian Alerts Report	X			X
	Custodian Account Details Report	X	X	X*	X
	Holdings Report	X	X	X*	X
	Transactions Report	X	X	X*	X
	Unrealized Gain/Loss Report	X	X		X
	Realized Gain/Loss Report	X		X*	X
	Trade Confirmations	X	X	X*
	Statements	X	X	X*
	Tax Documents	X	X	X*
	Move Money	X
	Digital Account Opening	X	X		X
	Custodian Files in Document Vault	X	X	X
	Transactions Source	X	X		X
Tamarac Trading	Custodian Values on Rebalance, Rebalance Review, and Trade List pages	X	X		X
	Straight Through Processing for Mutual Funds and Equities	X	X		X
	FIX Flyer Connectivity	X	X	X	X

X = Available today.

*Data available in Client Portal.