Enhance Your Client Relationships

TradePMR Bank is a full-service financial portal with banking services provided by The Bancorp Bank. The Bancorp Bank is a full-service, FDIC-insured institution that offers a wide range of personal and business financial services nationwide. By providing banking services, TradePMR has created a market differentiator giving investment advisors new tools to add to their arsenal: banking services that work in tandem with investments and financial advice.

TradePMR Bank is a complete financial management package. It allows the advisor to remain in the forefront – and not in competition with those big banks – to keep your clients coming to you.

Services offered by TradePMR Bank include:
  • Securities-Backed Lines of Credit – lines of credit secured by marketable securities
  • Deposit accounts – Covering the bases of traditional banking, completely online and available 24 hours a day, 7 days a week
  • My Branch in a Box – Remote check scanning for the ultimate in desktop business banking
Banking Details Click the links below for more details. Deposit Accounts Line of Credit