<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Democratizing Financial Advice: TradePMR Launches Asset Match for RIAs

Sep 23, 2025 10:03:08 AM

With a 50 bps match on eligible deposits, RIAs gain a powerful new tool to help win and keep clients.


For years, retail investors have enjoyed cash bonuses, account credits, and other perks to get them to switch financial services providers. 

Independent RIAs? Not so much. That changes today.

With the launch of Asset Match, TradePMR and Robinhood are introducing what we believe to be an industry-first program: a 50 basis point (0.50%) cash match on all eligible deposits into TradePMR accounts.

“Independent RIAs have never had access to incentives like this,” said Robb Baldwin, Founder and General Manager of TradePMR. “With Asset Match, we’re giving advisors a powerful new tool to attract clients and reward them for growing with their firm.”

“Robinhood was built to democratize finance for all, and we're thrilled to expand that mission to advisors,” said Steve Quirk, Chief Brokerage Officer, Robinhood Markets. “We want TradePMR advisors to know a simple truth: we aim to support them, not compete with them.”

Moving assets to TradePMR has never been easier. With digital account opening, integrations with leading CRMs, and the AI-powered Transition Assistant in TradePMR’s Fusion platform, RIAs can quickly and efficiently transition accounts with confidence.

The Asset Match program is available from October 1, 2025, through March 31, 2026.

Ready to bring Asset Match to your clients? Learn more or contact your TradePMR relationship manager today.

 

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 Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.

TradePMR is a subsidiary of Robinhood Markets, Inc. 

Follow TradePMR on X, Facebook, and LinkedIn for the latest news, updates, and event information.

 

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.

Topics: Asset Match
Written by TradePMR

Featured

Posts by Tag

See all