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Custody and Banking.
One Platform.

Introducing TradePMR’s Fully Integrated Banking Solution backed by the scale, strength, and security of a major U.S. Bank.

Unified Custody and Banking for Growth-Focused RIAs

With TradePMR's Fully Integrated Banking Solutions, advisors can now transform their clients' brokerage accounts into a powerful all-in-one hub, for both their investing and everyday financial needs.

 

Expand Your Value With Clients

A seamless cash management experience for clients’ banking and brokerage needs, along with credit offerings, create more ways for advisors to deliver value.

 

Drive New Opportunities for Growth

As clients gain clearer visibility into their financial picture through the online portal, advisors are better positioned to identify and pursue new growth opportunities.

Empower Clients with Lending Options

Build wealth beyond the bottom line. Asset-backed lending is available at competitive rates for those who qualify, and we anticipate rolling out traditional mortgages in the second half of 2026.

Deliver Everyday Digital Banking

  • Online banking, right in the app
  • Mobile deposits, anytime
  • Apple Pay®* built in
  • Instant transfers with Zelle®* and popular cash apps
  • Debit card and checkbook at no cost

*Apple Pay® and Zelle® are unaffiliated companies.

Give your clients one place for wealth and cash with TradePMR’s Fully Integrated Banking Solution.

 

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“20 people who will change wealth management”

FOUNDER AND CEO, ROBB BALDWIN FINANCIAL PLANNING MAGAZINE1

 1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

“2019 excellence in customer service award”

BUSINESS INTELLIGENCE GROUP3

3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

“#1 rated custodial platform in advisor satisfaction”

2024 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY, TECHNOLOGY AND TOOLS FOR TODAY2

22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG

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MAILING ADDRESS AND
OVERNIGHT DELIVERY
TradePMR
13945 Evergreen Ave.
Clearwater, FL 33762

TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)

Business Development
888‑579‑8640

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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

    Copyright 2020-2026, 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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