Our Custodians


Fidelity

Fidelity Investments® is one of the world's largest providers of financial services. For more information about Fidelity Investments, visit www.fidelity.com.

Fidelity Institutional℠ provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody business at Fidelity, including Fidelity's retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

“Fidelity Investments is an independent company, unaffiliated with Bridgeway Wealth Partners. Fidelity Investments is a service provider to Bridgeway Wealth Partners.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved in the preparation of the content supplied by Bridgeway Wealth Partners and does not guarantee, or assume responsibility for its content.
Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC."


Charles Schwab

Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.

Charles Schwab & Co, Inc. has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.

“These materials have been independently produced by Bridgeway Wealth Partners. Bridgeway Wealth Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Bridgeway Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”


Interactive Brokers

Over the last 41 years, it has grown internally to become one of the premier securities firms with over $7 billion in equity capital.

Interactive Brokers conducts its broker/dealer business on over 120 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access (“on line”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, fixed income and funds worldwide. Interactive Brokers Group and its affiliates execute over 848,000 trades per day.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Bridgeway Wealth Partners LLC . Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy.

Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.


BNY Mellon Pershing


For more than 80 years, many of the most complex financial institutions in the world have chosen to work with BNY Mellon's Pershing. In an ever-changing marketplace, we have been trusted, tested and proven to protect our clients’ interests while providing them with the most innovative solutions possible. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.

As a business-to-business provider, we provide global financial solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers. We help our clients power their businesses and maximize opportunities because they can rely on our industry expertise, our innovative solutions and our powerful technology. We provide insightful solutions that help create a competitive advantage for our clients—so they can help provide a more secure financial future for their clients. At Pershing, we never forget that all of our relationships are personal. Every employee we have, every action we take comes back to one core commitment: a personal investment in your success.

For more information regarding BNY Mellon Pershing, please visit www.pershing.com.