How It Works

Milemarker connects your transfer workflow to Schwab, Fidelity, and Pershing. Transfer requests trigger automated data submission to the receiving custodian. Status updates flow back to your workflow system in real time. The full transfer coordinates across custodians without manual follow-up.

What You Get

• Automated ACAT initiation across Schwab, Fidelity, and Pershing

• Real-time status updates in your workflow system

• Reduced manual follow-up on in-transit accounts

• Auditable transfer log from initiation to completion

The Milemarker Edge

Milemarker is the workflow infrastructure between sending and receiving custodians. ACAT transfers coordinate across Schwab, Fidelity, and Pershing automatically.

Integrations: Schwab, Fidelity, Pershing
Personas: RIA, Broker-Dealer