"We work with Schwab, Fidelity, and Pershing — and have completed the custodian vetting process for all three. I can provide the documentation directly to your custodian relationship team."
"Which custodian do you use, and what is the current vetting timeline? I want to understand the process so I can accelerate it, not work around it."
"Custodian vetting is a rigorous process — and it is a good sign when a platform has already done it. If we have not completed yours yet, I would like to start that process now."
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