We currently manage accounts for wealth advisors and clients on the following platforms, with these custodians, though we’re happy to build relationships and setup new custodians at an advisor’s or client’s request. You may access your account(s) directly with the appropriate account custodian.
Please note that when you access your custodian via the following links, you are leaving our website. Information contained on custodial websites is not owned or controlled by Green Alpha Advisors, LLC.
- Charles Schwab & Co., Inc.
- Dorsey Whitney Trust Company
- Fidelity Investments
- First Affirmative Financial Network
- FOLIO Institutional (FOLIOfn Investments, Inc.)
- Frost Bank / Frost Wealth Advisors
- JP Morgan
- Morgan Stanley Smith Barney
- Northern Trust
- Wells Fargo Advisors
- Pershing Advisor Solutions
- Trust Company of America