If the account is held at a brokerage company, the name of the custodian should be shown here.  If the custodian is not on the list, you may edit the list if you have the security rights.

In the case of mutual funds and variable annuities downloaded from DST or DAZL, the custodian is listed as the "Fund Company" meaning that the company issuing the shares is the custodian.

Since there is also a Company field in the database, we do not put the company issuing the fund in the custodian field.  If they were to be listed on the same report, it would look confusing.

For other downloads, from clearing firms, the firm, such as Pershing, is inserted.