Comprehensive suite of products.
All within a single, integrated platform.
Our brokerage platform provides you with access to everything you need to meet and exceed your clients’ expectations. Over 6,600 mutual funds. More than 2,500 NTFs. More than 16,000 share-class alternatives. Equities & options traded on all major exchanges. Hundreds of institutional quality, platform-integrated managed programs. An entire suite of fixed income products. A complete menu of retirement plans. Personal and charitable trust services that will help you deepen client relationships. Alternative investments, cash & banking services, and much more.
Independent research.
Objective, actionable information.
Our platform gives you access to independent research from dedicated teams of industry professionals. This information equips you with timely reports and data that helps you and your clients understand the current financial landscape.
Premium information.
Timely, practical data.
Gain insight into industries, sectors, and securities with real-time quotes, breaking global news, and Thomson Reuters’ leading market research and data analysis.
Fixed income suite.
Work with a fully-staffed trading desk. Or build ladders yourself.
Gain access to our full suite of fixed income products. You can work with a professionally-staffed fixed income trading desk or build ladders online in only a few minutes through the platform-integrated BondTraderPro®. Available offerings include cash markets, certificates of deposit, CMOs, convertibles, corporates, government agencies, mortgage pass-throughs, municipals, new issues, preferreds, treasuries, and zero coupon bonds.
Mutual funds.
Choose from thousands. Literally.
Choose from more than 6,600 mutual funds from leading fund families, including over 2,500 no-transaction-fee funds. These funds provide broad diversification and cover a range of investment objectives, philosophies, asset classes and risk exposures, while connecting your business to more than 16,000 share class alternatives.
Cash & banking services.
Boost clients’ borrowing power.
Our cash and banking services offers your clients a comprehensive, consolidated financial service that is designed to help simplify their increasingly complex lives with access to check writing, an optional Visa® Classic debit card and margin account borrowing. Your clients can also boost their borrowing power with non-purpose loans and the ability to obtain liquidity by leveraging their managed accounts.
Trust services.
Add depth to client relationships.
We offer a variety of personal and charitable trust services that will help you deepen your client relationships including revocable living trusts, testamentary trusts, charitable trusts, private foundations, irrevocable trusts, life insurance trusts and marital trusts.
Equities & options.
Timely & error-free execution.
Gain access to individual equities and options traded on all major exchanges and a professionally-staffed trading desk. You will receive personal service as well as timely and error-free executions on all orders (regardless of size) using state-of-the-art technology.
Retirement plans.
Make sure your clients are ready.
Provide your clients with a complete selection of retirement plans on the platform and through our direct agreements with more than 80 of the industry’s top mutual fund and investment companies.
Alternative investments.
Advanced investment strategies.
Our due diligence processes aim to provide you with a dynamic selection of alternative investments that empower you to have the flexibility to provide the right solutions for your clients.
