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Monday, October 12, 2026The Morning Brief →Sign in
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Interactive Brokers

In network coverage since August 24, 2026 · 6 stories
Network coverage
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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.
practice · Oct 6RQD gets a boost as Fidelity sets $100 million custodian minimum
advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down
move · Sep 9IBKR pitches RIAs with a fee page and a promise
practice · Sep 8Senators to FINRA: make transfer locks a rule
practice · Aug 24Senators press FINRA to require account transfer locks
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