• CyGem™ has 23 direct custodial data partners and has access to thousands through its network of partners that are listed below.  CyGem™ can also develop additional or pull information from account aggregator partners.

Data Aggregator Partners

  • ByAllAccounts (4,300+ custodians)
  • WealthTechs

Custodian Data Partners

  • ADM Investor Services
  • Alps
  • Apex Clearing
  • Bank of America/Merrill Lynch
  • Barclays
  • Citibank
  • Charles Schwab
  • Credit Suisse
  • Fidelity Investments
  • FIS
  • Goldman Sachs
  • ICBC
  • INTL FC Stone
  • Interactive Brokers
  • Jefferies
  • J.P. Morgan
  • Morgan Stanley
  • Northern Trust
  • Sage Trader
  • TD Ameritrade
  • TradeStation
  • US Bank
  • Wedbush
  • Wells Fargo

If you don’t see your custodian or aggregator contact CyGem™ Sales to see what we can do to solve your custodial data issues.