NEW CLIENT ACCOUNTS IN MINUTES. NOT DAYS.

Online account opening tool for advisors. Enable your clients to open accounts remotely in minutes. Anytime. Anywhere.

Frustrated with your account opening experience? So were we.

Fully integrated with TD Ameritrade. 

Zero paperwork. Zero hassle.
Designed to be completely self-service. 

Only a one-time $5 per account created.
It’s that simple.

Committed to a platform that scales for your business

Pay-as-you go: for $5 per account per month. You can add a fully featured platform with automated trading, rebalancing, optional investment models and much more.

When you are ready to extend your client reach with virtually ZERO effort, we’re here.

Features

  • A completely self-service, online investment portal for advisors.
  • Digital account opening enables clients to remotely open accounts in minutes!
  • Branded client portal with streamlined intuitive end-to-end investor experience.
  • A platform that offers fully automated rebalancing & trading – 100% hands off
    • Use built-in investment models or bring your own.
    • Comprehensive investment and performance reporting (or feeds into your existing performance and reporting tools)
    • Dedicated advisor support e.g to resolve NIGOs or help you answer client questions so you can focus on the client relationship. 

Yes, I also want near-instant Online Account Opening!