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Money Manager

Our Money Manager program lets Professional Advisors acting as Wealth Managers shop for Money Managers at the Money Manager Marketplace and assign them to trade client accounts, and lets Money Managers sell their trading expertise to Wealth Managers.

The Money Manager menu includes the following tabbed pages:

• Money Manager Assignment - Once a Wealth Manager and a Money Manager agree to do business, the Wealth Manager uses this page to assign client accounts, set trading permissions and client fees for the Money Manager.
• Wealth Manager Assignment - Money Managers use this page to accept trading assignments from Wealth Managers.
• Money Manager Administration - Use this page to add or remove money managers and add or remove client accounts.

Money Manager Marketplace

Money Managers can market their services by registering at the Money Manager Marketplace. Once this is done, Wealth Managers can shop for and connect with the Money Manager at the Money Manager Marketplace, located in the Investors' Marketplace > Search Services > Investing menu.