Advisor Services & Support
WHITE GLOVE PERSONAL SERVICE
At TradePMR, our primary goal is to provide the absolute highest level of support and service to registered investment advisors. This starts with our effort to provide a seamless transition when migrating your clients, and continues with ongoing support every step of your journey.
A Seamless Transition
Migrating your clients to a new custodian sounds like a big task—and it is—but at TradePMR, we work hard to make it simpler for you and to minimize the impact on your clients.
As an ACAT-eligible firm, transferring your accounts means there can be very little downtime and your clients’ positions can transfer in-kind.
Ongoing Advisor Support
Our relationship with First Clearing gives us access to a team of service-driven associates all working to provide our firm and advisors with unparalleled products, services, technology and operations support.
Now in its fourth decade of service to quality, independently owned broker-dealers, First Clearing strives to empower firms, their leaders, and their advisors to compete successfully and help their clients succeed financially.
What are you waiting for?
Take the first step toward professional freedom. Get the support, resources, and technology you need to help you thrive as an independent RIA.