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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.
Discover the Potential of Banking and Lending with TradePMR

With TradePMR's Fully Integrated Banking Solution,  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.

Digital Banking Infrastructure

  • Online banking, right in the app
  • Mobile deposit, anytime
  • Apple Pay®2 built in
  • Instant transfers with Zelle®2 and popular cash apps
  • Debit card and checkbook at no cos

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

Fusion: RIA Technology Platform

It's intuitive. Top Rated.1 AI Enabled.

Fusion SYNC logo GN FINAL

Transition Assistant • ClientMeet • ClientIQ

Scaling Up Your Business Doesn't Have to Mean Sacrificing Your Client Experience

Thinking about making your move to TradePMR? Let our AI powered Transition Assistant help.

In this highly competitive and relationship-driven industry, spending time with your clients is key. At TradePMR, we understand how advisors often must divert their attention from growth-driving opportunities to handle routine administrative and support tasks. Fusion SYNC is designed to automate some of those tasks and free up advisors’ time to spend on their most important asset — the client.

*Fusion SYNC's ClientMeet and ClientIQ are powered by Cognicor Technologies and available for purchase through the Fusion platform. Cognicor Technologies and TradePMR are unaffiliated companies.

Sources and Disclosures

12024 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.

2Apple Pay® and Zelle® are unaffiliated companies.

Copyright 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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