Money Manager Marketplace
Our Money Manager Marketplace lets Professional Advisors who function as Wealth Managers shop for registered Money Managers before assigning them to client accounts for trading purposes.
Our Money Manager Marketplace offers the following benefits to Wealth Managers:
- View background information for each registered Money Manager, including location, certification, education, products traded, and much more.
- Tell registered Money Managers whether you prefer to be contacted by email, phone, or both.
- Select a registered Money Manager with the click of a button, then assign client accounts to the Money Manager.
Access the Money Manager Marketplace in Account Management.