Finalized Custodian Pricing

Date: May 2018

BD Update: Custodian pricing for Pershing, TD Ameritrade, Schwab, and Fidelity has been finalized. This mean advisors can now request the internal document outlining transaction pricing, asset-based pricing, and margin rates.

Benefit to Advisors: As a custodian-agnostic firm, IFP is dedicated to providing the most convenient recordkeeping services for advisors and their clients. Advisors are now able to make informed decisions regarding client assets well before the broker-dealer launch.

Questions: For more information about this milestone, contact [email protected].


Pershing, TD Ameritrade, Schwab and Fidelity are separate entities from IFP and LPL Financial.