{
  "page": "https://wealthtech.dev/categories/custodian",
  "title": "Custodians: API access, sandboxes and MCP servers",
  "description": "Firms that hold client assets and send account data to advisor software.",
  "updated": "2026-10-22",
  "data": {
    "id": "custodian",
    "name": "Custodians",
    "plural": "Custodians",
    "tier": "core",
    "blurb": "Firms that hold client assets and send account data to advisor software.",
    "products": [
      {
        "id": "altruist",
        "name": "Altruist",
        "vendor": "Altruist",
        "category": "custodian",
        "tier": "core",
        "access": "open-docs-gated-keys",
        "sandbox": "Yes, on request",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/altruist"
      },
      {
        "id": "fidelity-integration-xchange",
        "name": "Fidelity Wealthscape Integration Xchange",
        "vendor": "Fidelity Investments",
        "category": "custodian",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/fidelity-integration-xchange"
      },
      {
        "id": "pershing-wove",
        "name": "BNY Pershing Wove",
        "vendor": "BNY Pershing",
        "category": "custodian",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Not found",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/pershing-wove"
      },
      {
        "id": "schwab-advisor-services",
        "name": "Schwab Advisor Services",
        "vendor": "Charles Schwab & Co., Inc.",
        "category": "custodian",
        "tier": "core",
        "access": "partner-gated",
        "sandbox": "Yes, on request",
        "openapi": "Not found",
        "webhooks": "Not found",
        "mcp": [
          "schwab-connector"
        ],
        "lastChecked": "2026-10-17",
        "url": "https://wealthtech.dev/products/schwab-advisor-services"
      }
    ]
  }
}