Moving to Outside Custodians

Date: April 2018

BD Update: IFP has been working closely with LPL to transfer assets out of their custody.

Benefit to Advisors: To continue IFP’s pledge to be custodian-agnostic, assets will be transferable to Pershing, TD Ameritrade, Charles Schwab, and Fidelity.

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

Disclaimer

Pershing, TD Ameritrade, Charles Schwab, and Fidelity are not affiliated with IFP or LPL Financial.