AI Exchange provides financial planners with alternative investments strategies that can be seamlessly offered to their clients in a liquid and transparent managed account format at the custodian of the clients’ choice.
Approved Brokerage and Custodians
1. We are currently approved on the following brokerage and custody platforms:
a. Schwab
b. Fidelity
2. Please feel free to request additional brokerage and custody platforms that your clients would like to facilitate their access to the AI Advisors seperately managed account platform