# Configure a client external custodian DAF account

Your custom DAF platform leverages an integrated, self-clearing broker-dealer, [Alpaca](https://alpaca.markets/broker-dealers), for simplified [on-platform DAF investments](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/enable-investing). &#x20;

For sophisticated clients who require external, separately managed accounts (SMAs), your firm may have enabled multi-custodial donor-advised fund accounts through your custom DAF program.&#x20;

Multi-custodial functionality enables your firm’s custom DAF program to display client assets held at external custodians directly within your branded DAF platform.&#x20;

This capability allows you to provide clients with a complete view of their philanthropic assets—regardless of where they're held—while maintaining your firm's existing custodial relationships.

{% hint style="success" %}
**Interested in enabling a multi-custodial DAF account for your client?** Contact your firm's program manager for more information.
{% endhint %}

### Powered by Bridge FT

[Charityvest](https://advisorguide.charityvest.org/master/the-charityvest-partnership) partners with [BridgeFT](https://www.bridgeft.com/), the industry's leading API-first wealth infrastructure platform, to enable seamless connectivity to external custodians. BridgeFT's technology aggregates data from multiple custodians through a single API connection, allowing you to display balance information without building individual integrations.&#x20;

### Benefits of multi-custodial accounts

Multi-custodial capabilities allow your firm to:&#x20;

* Scale your custom DAF program without having to move existing client assets from their current custodians
* Strengthen your brand by consolidating all DAF visibility under your firm's platform&#x20;

Your clients and team benefit from viewing all DAF balances in one trusted, branded interface—eliminating the need to access multiple platforms just to check account values.

{% hint style="success" %}
**Looking to manage your client's external DAF account?** External account management still requires accessing the custodian's platform for external grant processing, external asset transfers, external investment rebalancing, and external transaction history.&#x20;
{% endhint %}

### Available now: Schwab integration

Multi-custodial connectivity is currently available for Schwab brokerage accounts, supporting both existing accounts and new account openings.

{% hint style="info" %}
**Curious to learn more about your firm's custom DAF program?** Contact your firm's program manager for program-related matters or Charityvest (<support@charityvest.org>) for platform-related matters.
{% endhint %}
