Integrations

Custodian Connections

Connect your custodial data feeds to Milemarker

Milemarker integrates with major custodians to automatically pull account data, positions, transactions, and performance information. To start the process of adding custodial data, contact us at connect@milemarker.co.

Supported Custodians

Charles Schwab

Fully Supported

Fidelity

Fully Supported

Pershing

Coming Soon

Raymond James

Supported - Deeper Integration Planned

Altruist

Fully Supported

Axos Clearing

Coming Soon

TradePMR

Coming Soon

Connection Setup Process

Request Connection

Email connect@milemarker.co to initiate the custodian connection process. Provide your firm's CRD number and custodian account details.

Authorization

Complete the custodian's authorization process. This typically involves signing a data sharing agreement with your custodian.

Data Mapping

Work with our team to map custodian data fields to Milemarker. This ensures accurate data display across the platform.

Verification

Review sample data in Milemarker to verify accuracy. Once confirmed, the connection goes live.

Data Available

Account Details

Holdings & Positions

Transactions

RMD Data*

Beneficiary Data*

*Available depending on the custodian data source

Need a Different Custodian?

Email connect@milemarker.co to discuss adding support for additional custodians or data sources.

Data Mapping Guide Return to Guide