If you’re still looking for some New Year’s resolutions for 2026, we have some ideas to help start the new year off right for you and your clients.
There’s no better feeling than checking off a New Year’s resolution. That’s why we’ve put together a list of resolutions to help make 2026 the best year yet. No matter what the coming year has in store, we believe that they’ll position you, your clients, and your practice for success.
Make Account Opening Easier
If your New Year’s resolution is to make account opening easier, TradePMR has you covered.
Opening a new account is a key moment in the advisor-client relationship. It allows advisors to showcase their technology, their advising acumen, and provide a preview of the many services and solutions they offer to clients. In other words, it’s the last thing that should be difficult or stressful.
That’s why we’ve made account opening a centerpiece of our advisor-client experience.
Just as we revolutionized advisors’ expectations around the responsiveness of their custodial platform provider, picking up the phone in 14 seconds or less whenever we get a call1, we’ve also raised the bar when it comes to account opening.
Whether they’re opening an account for the first time or transferring their assets, we believe our Fusion platform sets the industry standard for onboarding new clients.
Give 50 Basis Points Back to Your Clients
Who doesn’t appreciate a little extra cash to start the new year? Right now through the end of March, we’re offering a 50-basis point cash match on all eligible deposits into a TradePMR account. We call it Asset Match*, but you might call it the perfect start to 2026.
As soon as clients make an eligible deposit into a TradePMR account, we automatically provide the bonus, giving you even more incentive to grow your business, encourage client loyalty, and demonstrate the value you provide to your clients.
It’s our way of helping you provide something extra for your clients. Despite all the uncertainty around interest rates and investor returns, we believe the Asset Match program is a slam dunk.
Register for SYNERGY26
Still looking for another New Year’s resolution? We appreciate your ambition! How about signing up for the 2026 SYNERGY conference? This year, our marquee event for RIAs will happen June 2-5 at the JW Marriott in Washington, D.C.
Join your fellow advisors and industry innovators for a week of practical strategies for growth and get a firsthand look at the technology and teams powering the TradePMR platform—all in our nation’s capital. Best of all, registration is now open, meaning you can be among the first to sign up for our flagship conference. Join other leaders and entrepreneurs and see how TradePMR can help transform your business.
We think 2026 has all the makings of growth and opportunity. With New Year’s resolutions like these, we think you’ll agree.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Clearwater, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc.
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*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.
1 14 seconds or less based on TradePMR's average call-in wait time from 1/1/2025 to 12/31/2025.
