• 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
  • WealthTechs
  • OpenFinance

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.