Unlimited
Match.
Limited Time.
50bps.*
Clients can receive a 0.50% match
on eligible deposits. No cap.
Introducing Asset Match
An exclusive TradePMR program designed to help RIAs stand out, attract new clients, and reward loyalty.
• Unlimited potential. No cap on what clients can earn.
• Limited time. October 1, 2025 – March 31, 2026.

How Asset Match Works
Step 1:
Move Assets
Clients make a deposit to a TradePMR account.
Step 2:
Earn Bonus
Clients automatically receive a 50bps cash match.
Step 3:
Grow Relationships
Advisors build loyalty.
Seamless Transitions.
Stronger Relationships.
Transitioning accounts is designed to be seamless with TradePMR:
• CRM integrations
• AI-powered Transition Assistant

FAQs
How is the bonus paid?
Directly credited as cash to the client’s account as interest or miscellaneous income.
Is there a cap on bonuses?
No, there is no cap to how much your clients can earn.
How do I participate?
Submit the form above to schedule a call.
The information provided herein is for general informational purposes only and may not address every detail of the program. In the event of any inconsistency or conflict between statements made or information provided herein and the Asset Match Program ("Match") Terms and Conditions, the Terms and Conditions shall govern. All eligible deposits must be made during on or after October 1, 2025 and on or before March 31, 2026 to qualify. Not all accounts, transfers, or deposits will qualify. TradePMR reserves the right to determine eligibility under the Match in its sole and absolute discretion. Please review the full Terms and Conditions for the complete rules, requirements, and obligations that apply to participation in the program.
Next-Generation RIA Technology

Transition Assistant • ClientMeet • ClientIQ
Scaling Up Your Business Doesn't Have to Mean Sacrificing Your Client Experience
Thinking about making your move to TradePMR? Let our AI powered Transition Assistant help.
In this highly competitive and relationship-driven industry, spending time with your clients is key. At TradePMR, we understand how advisors often must divert their attention from growth-driving opportunities to handle routine administrative and support tasks. Fusion SYNC is designed to automate some of those tasks and free up advisors’ time to spend on their most important asset – the client.
*Fusion SYNC's ClientMeet and ClientIQ are powered by Cognicor Technologies and available for purchase through the Fusion platform. Cognicor Technologies and TradePMR are unaffiliated companies.
Copyright 2025, TradePMR, Inc.
Securities offered through TradePMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
TradePMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
Market volatility, volume, and system availability may impact account access and trade execution.
TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.
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