We use TD Ameritrade Institutional as the custodian for our clients' investments. TD Ameritrade Institutional generates the account statements and 1099 tax forms for all clients. There is also a mobile app that is available for clients to use for account viewing purposes.

 

Today, TD Ameritrade provides investing and trading services for seven million client accounts that total more than $750 billion in assets, and custodial services for more than 5,700 independent registered investment advisors (including Cross State Financial Group). With clients placing, on average, approximately 450,000 trades each day, it maintains the leadership position it assumed when founder Joe Ricketts opened his doors in Omaha, NE, in 1975.