Registered Investment Advisers

Our award-winning* advanced trading platform, dependable brokerage services, and high-touch support are built to help RIAs achieve success for their clients. From trading and order management across multiple accounts to strategy implementation tools, we’re here to help you grow your business.

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Performance & reliability

Through TradeStation, you gain access to block-trade capabilities and direct market access, enabling you to execute your strategy across multiple asset classes on behalf of clients.

Advanced technology

Stay nimble by harnessing our sophisticated trading platform, multi-account reporting, and third-party enhancements via our trading API.

Private Brokerage

Stay focused on your business with personalized onboarding, service, and pricing when you work directly with our dedicated Concierge team.

How we can help registered investment advisers

As a self-clearing, direct-market-access firm with global experience across multiple asset classes, we offer a wide range of solutions to RIAs of all sizes. With our high-touch customer support, TradeStation’s Institutional solutions, including our award-winning trading platform and dependable execution, are designed to help you focus on your clients, not on the quality of your tools. From onboarding and setup to execution and expansion, we offer scalable solutions that will help you create the ultimate trading experience.

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Advanced performance execution, with the reliability you expect

TradeStation has been helping traders execute for decades, with a history in developing trading software that stretches back even further. Our support for a variety of orders and routing options can help ensure you are maximizing value for your clients. Main features include:

  • Smart routing technology with configurable order routing
  • Support for block trades
  • Ongoing support for 30+ advanced order options, including active and passive intra-market sweeps as well as time- and volume-weighted algorithms
  • Measurable price improvements and execution speeds Learn more
  • Decades of historical market data plus access to additional market intel

Advanced trading technology that lets you customize for your needs

Tailor your trading solutions with our proprietary software and a variety of built-in capabilities that can help you cater strategies to your clients’ needs. Plus, our ability to integrate with third-party providers and connect with our trading API adds even more customization. Main features include:

  • Advanced analytics and trading software, including options and futures platforms
  • Algorithmic and automated trading solutions
  • Strategy development and backtesting tools
  • Multi-account management with permission-based access to reporting
  • Third-party software integrations, including CQG, ETNA, Trading Technologies, PortfolioShop, and more
  • Web and FIX API protocols

Grow your business knowing our Concierge team is standing with you

Our Private Brokerage, executed by our Concierge team, is designed to bring our technology and brokerage solutions together in a custom package for you, with attentive service from discovery to delivery and on-going support. Main features include:

  • Highly customizable solutions for expanding into new markets and asset classes
  • Custom pricing, including negotiable margin rates and credit interest rates
  • Direct access to your own Concierge agent to handle all questions, concerns, and inquiries
  • Personalized sessions to configure your platform to support your trading strategies
  • Library of resources to accelerate your platform skills

Strength and security

Our Institutional solutions are carefully crafted from a position of strength

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With a strong capital position, conservative balance sheet, and insurance measures like SIPC coverage and our Lloyd’s of London policy, we put the security of your funds at the forefront of everything we do. We do not engage in any proprietary trading and TradeStation Securities custodies the majority of customer and firm cash deposits at global banks and counterparties. TradeStation International is authorized and regulated by the Financial Conduct Authority in the United Kingdom.

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As a subsidiary of Monex Group, Inc., a trusted Japanese financial services firm that trades publicly on the Tokyo Stock Exchange (8698:TSE), our fiscal position is available for anyone to see – and so is theirs.

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Speak with our experts now

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+1-800-328-1267

Monday – Friday
8.00 a.m. – 5.00 p.m. ET

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*Visit www.Tradestation.com/Awards to learn more.

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