Accounts for
every need

Two account holders. Can be one of these types: Tenants with Rights of Survivorship. Tenancy in common, Community property, or Tenancy by the Entirety.

Assets held in a single account owned by two account holders.

Both account holders have access to all functions. Can add additional users with a Power of Attorney.

Same as Individuals.

An individual who is a Family Office Manager.

Master account linked to multiple client accounts.

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

Family Office administrators can access some or all accounts or functions. Client users can trade and directly fund and view statements.

Reg T, Cash, and Portfolio Margin are available. Each client account is separately placed in the margin.

Family Office Managers can pre-trade allocate account %, % of equity, % of positions.

An individual or Organization Registered Advisor that maintains both client administration (Wealth Management) and the client's money (Money Management).

A master account is joined to an individual or corporate client's account. The master account is used for trade allocations and fee collecting. The advisor can open a single client account for his or her own trading. The account can be white brander with the corporate identity of the advisor.

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

The advisor has access to trading and most Account management features. Corporation Advisors can have numerous users, each with access to different features and authority over various client accounts. By default, clients do not have access to trading, but client trading can be allowed. Clients have access to all Account Management features.

Reg T, Cash, and Portfolio Margin are available. Each client account is separately placed in the margin.

Advisor(s) can pre-trade allocate cleared trades 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.

Any corporation that needs to keep track of all or some of their employees' trading activity.

A single account linked to numerous, individual, trust, joint and IRA employee accounts for the motive of keeping track of their trading activity.

Trading is entirely controlled by the broker employee with Compliance access to trade activity.

Not applicable.