Custodian or source the account balance data comes from. APX=Apex Fintech Solutions, AXO=Axos Advisory Services, DST=DST Systems, FPR=Fidelity 401k/403b, IBK=Interactive Brokers, NFS=Fidelity Investments, PER=Pershing, PTA=Pontera, SWB=Charles Schwab, TDA=TD Ameritrade (Available prior to Sept. 2, 2023), EGB=Eaglebrook, MLT=Millenium Trust, TIA=TIAA Financial Services