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Unlock Seamless Digital Onboarding and Personalized Client Experiences

Streamline Account Opening with Efficiency and Customization

Helping RIAs grow their business is our top priority. We are TradePMR, a growth-minded, service-oriented custodial service provider built by RIAs, for RIAs. Since 1998, taking excellent care of your firm has been the cornerstone of our business.

Thousands of advisors have made the switch and experienced our award-winning level of customer service2 and top-rated custodial service platform.1 Whether you are looking to add an additional custodial services provider or make the switch to a new one, TradePMR offers advisors access to dedicated team members to give you the help and support you need.
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Learn how TradePMR’s Household Account Opening is designed to streamline your client onboarding experience and boost firm efficiency.

What is householding and how does it improve your client account opening experience?

Household Account Opening with the inclusion of firm documents is the latest enhancement to TradePMR’s New Account Opening process, enabling users to streamline multiple account applications and add firm specific documents into a single envelope. The feature leverages client CRM records in Fusion, designed to create an efficient and fully digital account opening experience.

How is TradePMR’s new account opening designed to enhance your client onboarding experience?

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Faster Onboarding

Reduce the time and complexity involved by opening multiple accounts, while also including firm specific documents, within the same DocuSign envelope.
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Improved Client Experience

Personalize documents and applications to provide a consistent branding experience for your clients.
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Enhanced Compliance

Ensure relevant documents are signed and accounted for to reduce the chance of NIGOs and eliminate unnecessary paperwork for your clients.
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Integrated Data Support

Leverage client CRM records from Fusion for a more efficient workflow.

Key Enhancements

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Efficient Client Integration

Seamlessly add clients to the household and link them within account applications.
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Streamlined Account Opening

Simple account opening for multiple clients in a household at once.
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Customizable Envelopes

Personalize the process with the ability to brand the DocuSign envelope.
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Advisor Documents

Optionally add firm specific advisor documents to the envelope for a complete experience.

Hear What Your Peers Have to Say About TradePMR

“Since we have joined TradePMR, all the things that made the firm stand out from the crowd have stayed true.”
Marc Horner
Fairhaven Wealth Management
“We truly feel like they know us and understand our needs.”
Brian Bischoff
Bischoff Wealth Management
“Since we've partnered with TradePMR, they have listened to us, been very responsive, and have provided a high level of personalized service to our team.”
Christopher W. Brown
Brown Miller Wealth Management

TradePMR is not affiliated with Fairhaven Wealth Management, Bischoff Wealth Management Group or Brown Miller Wealth Management. The firms received no compensation for their endorsement of TradePMR. This material is not to be relied on as investment advice and does not constitute a recommendation of any particular investment, investment advisor or investment strategy, or an inducement to buy or sell securities. The opinions expressed herein are those of the speakers and do not necessarily reflect the opinion of TradePMR. Any opinions expressed are subject to change without notice. Any reliance on the information herein is done solely at the discretion of the viewer.
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Sources and Disclosures

1 2024 T3/Inside Information Advisor Software Survey, Technology and Tools for Today, January 25, 2024, 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.

2 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

Copyright 2026, Trade-PMR, Inc.

Securities offered through Trade-PMR Inc, Member FINRA/SIPC.

TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc.

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.
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