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Banking and Online Account Enhancements 

TradePMR supports financial advisors with new technology and products so advisors can deliver exemplary customer service to their clients and meet their investment needs. If you are seeing this resource, your financial advisor wanted you to have timely updates on the upcoming enhancements to your online and checking account experience.

Important Changes

On July 23, 2025, TradePMR will be implementing two changes that could offer more convenience for your investment accounts. We wanted to share information early so you can prepare for the upcoming change. 

Access Online

If you currently go to the TradePMR Access Online website to view your investments, account activity, and set your document delivery preferences, read more about changes to this website. 

The new website will offer a streamlined login experience, enhanced security, and a consolidated account overview. 

Brokerage Cash Services (BCS)

If you are currently an active user of our Advantage Account for checks, debit cards, or direct deposit/debit activity, read more about Brokerage Cash Services (BCS), which will replace Advantage.

Enjoy new perks like Zelle®, online wires, mobile check deposit, and the ability to move money between accounts. 

Sources and Disclosures

1 Brokerage Cash Services includes an associated limited-purpose non-interest-earning deposit account ("Bank Account") at Wells Fargo Bank, N.A. for processing teller deposits to your Account.

Copyright 2025, Trade-PMR, Inc.

Securities offered through Trade-PMR 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.

Trade-PMR, 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 subsidiary of Robinhood Markets, Inc.

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