Compare custodian features

Which custodians have what, so you can skip the demos that can't do what you need. Answers come from the companies, their websites and the advisors who use them (hover a mark to see who). Use one of these? Open its page and say how each feature really works.

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9 Custodial Platform tools with answers so far · ✓ yes · ◐ partly · ✕ no · blank: not known yet. Hover a mark for who said so.

Tool	No custody or platform fees	Transition support	Digital account opening	Model trading & rebalancing	Fractional shares	Direct indexing	Fixed income desk	Alternative investments	High-yield cash	Lending	Banking	Trust services	Crypto	Practice management	Client portal	Mobile app	MCP server
Wealthscape (Fidelity)1205 RIAs · ★ 3.0 (1)		✓		✓			✓	✓					✓	✓
Altruist458 RIAs · ★ 4.0 (1)		✓	✓	✓	✓	✓			✓						✓
Interactive Brokers317 RIAs	✓				✓							✓			✓	✓	✓
Axos48 RIAs			✓	✓					✓	✓					✓
AssetMark30 RIAs		✓		✓		✓						✓		✓
TradePMR14 RIAs		✓	✓						✓	✓	✓
AdviceWorks7 RIAs															✓
Stifel7 RIAs																✓
Alto			✓					✓				✓

Work at one of these companies? Add it to your page and ask to manage it, then fill in your row under Features. Answers from companies are marked as theirs.

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