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Wednesday, October 7, 2026The Morning Brief →Sign in
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Axos

In network coverage since October 6, 2026 · 3 stories
Network coverage
move

Fidelity says a few hundred advisory firms face its $100 million custody cutoff

Affected firms hold less than 1% of the $5.8 trillion Fidelity administers across 3,300 RIAs, family offices and broker/dealers.
The Close · Oct 7Fidelity extends $100 million custody minimum to 986 existing RIA relationships
The Close · Oct 6Fidelity's $100 million custody minimum draws Betterment, Axos and Schwab
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