TRUSTEE & CUSTODIAL SERVICES

As a pooled plan provider, flexible custodial and trustee services are essential. This is because we are constantly consolidating new 401(k) plans into the mix. This process requires seamless transition from an old custodian to the successor Tidepool custodian.

Our consolidated, multi-custodian platform helps to avoid confusing data inconsistencies—regardless of where accounts are held—by providing richer analytics and single point of access for all accounts.

A streamlined portfolio management workflows allows us to rebalance accounts while incorporating trade minimization, custom account settings, compliance rules, and more.