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Where are Daffy investment portfolios held?
Where are Daffy investment portfolios held?
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Written by Support
Updated over 6 months ago

Daffy holds the assets assigned to donor-advised fund accounts with several custodians, depending on the specific portfolio and the investment assets assigned to that portfolio. Current custodians include Apex Financial Services, BNY Mellon Pershing, Coinbase, and Wells Fargo. We regularly review our custodian options and may continue to add additional partners in the future.

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