RIA Custody Services

Treating RIAs Like VIPs

At TradePMR, our philosophy is simple – provide the best customer service and technology to help your business thrive.

We believe in having a choice for a better custodial service. One whose team knows you on a first-name basis. A custodial services provider with award-winning service³ and technology² to deliver what you need, when you need it. Most of all, we believe in providing a custodial service that understands your business and supports your success like it’s our own, putting you and your clients first. We were designed for you.

• Accounts

  Get client accounts updated, opened and closed with efficiency by our Accounts team, who is there to guide you from application completion to customer identification verification.

• Advisor Services

  Post-transition, our Account Services team will serve as your day-to-day contact and help answer any questions that may arise, from accessing priority credit lines to technology training – this team has your back.

• Cashiering

  Fund movement done quickly and accurately can make for long-term client retention. Our Cashiering Department works hard to provide outstanding support for your clients’ monetary transactions.

• Transfers

  Moving client assets quickly and efficiently can create a lasting impression on new clients. Our Transfer Department can walk you through difficult conversions, making the movement of assets quick and easy.

• Trading

  Our professional staff can guide you through complex option transactions, basket trades and model trading.