Custodial Integrations
Did you know you can link Nitrogen directly to your custodian for free? Syncing accounts and current portfolios into Nitrogen has never been more seamless. Plugging your custody services into Nitrogen directly keeps your data even fresher than your CRM integration does. We think that’s pretty cool, and we’re confident you will, too.
Below are links to help you activate your custodial integration(s) and get the most out of Nitrogen.
- Fidelity
- NFS
- Pershing
- TD Ameritrade
- E*Trade Advisor Services (formerly TCA)
- RBC
- Schwab
- LPL
- More custodians on the way