Accounts For Every Need

A personal account held by a single individual.

All assets are held in a single account owned by one individual.

The account holder has full access to all services and can authorize additional users via Power of Attorney.

Portfolio, Reg T, and cash margin options are available.

A joint account with two holders. Account types include Tenants with Rights of Survivorship, Tenancy in Common, Community Property, or Tenancy by the Entirety.

A single account jointly owned by two individuals.

Both holders have full account access and can authorize additional users via Power of Attorney.

Margin options are the same as individual accounts.

Designed for small business partnerships, corporations, LLCs, and other legal entities.

A single account holding investments belonging to the business entity.

User roles can be customized for full or partial access to account management and trading.

Available options include Cash, Reg T, and Portfolio Margin.

An individual or Registered Organization Advisor responsible for both client administration (Wealth Management) and client funds (Money Management).

A master account linked to individual or corporate client accounts. This account facilitates trade allocations and fee collection. Advisors can open a single client account for personal trading, with the option to white-label the account using their corporate identity.

Options include % of P&L, % of flat fee, % of equity, fee per trade, and manual billing.

Advisors have full trading access and most account management features. Corporate Advisors can create multiple users with varying levels of access and authority over client accounts. By default, clients cannot trade but can be granted access. Clients have full access to account management features.

Available options include Reg T, Cash, and Portfolio Margin. Each client account is margined separately.

Advisors can allocate trades pre-trade by %equity, %positions, or account %.

Advisors can add an Advisor account with clients, a Separate Trading Limit account (STL) under the master account, or a Multiple Hedge Fund account.

An individual or Corporate Registered Advisor hired by another advisor (Wealth Manager) to manage some or all of their clients' funds.

A separate client account is created for each client whose funds are managed by the Funding Manager. Funding Managers oversee funds across multiple advisors (Wealth Managers) and their clients.

Includes % of P&L, % of flat fee, % of equity, fee per trade, and manual billing, determined by the advisor (Wealth Manager).

Funding Managers have access to trading only. Funds are transferred to the Funding Manager's client account by the Wealth Manager. Corporate Funding Managers can have multiple trading users, each managing different client accounts.

The Funding Manager's client account inherits the margin type from the client's Wealth Manager account. Both accounts are margined separately.

Same as Advisors.

Same as Advisors