• 55ip’s platform is designed to integrate seamlessly where advisors run their business today with deep custodial integrations. Today, 55ip has custodial integrations with TD Ameritrade, Charles Schwab, and Fidelity.
• Advisors will have to authorize their custodians to share data with 55ip. This is a simple process, but instructions vary by custodian. Please contact the 55ip Onboarding Team (onboarding@55-ip.com) or your dedicated Advisor Success Manager with any questions.