Campbell & Lee uses a custodian. What role does a custodian play?
A custodian provides financial accounting services for clients. TD Waterhouse is the custodian for most of our clients. TD Waterhouse provides monthly financial statements, records of income received and paid and purchases and sells of securities for tax purposes. The custodian also ensures that we have provided all necessary documentation and approvals from clients.At this time there is no fee for this service. TD Waterhouse also acts as trustee for many tax deferred plans under our administration. There is a fee charged by TD Waterhouse for this service. 15.
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