The Advisor Marketplace lets customers shop for, request contact from and automatically link to Advisors (RIAs).
Access the Advisor Marketplace by clicking Investors' Marketplace > Find Services > Investing > Advisors.
You can only view Advisors for your own country. For example, US residents can only view US-based Advisors.
Filter and View Advisors
You can filter the list of available advisors by products traded (bonds, stocks, etc.), asset class registrations (Securities, Commodities, etc.) and strategy types. Click the desired products, registrations and/or strategy types in the drop-down lists provided. Click Clear to clear the current filter criteria.
You can sort the provider display by Name, Location, AUM (Assets Under Management) or Years by clicking the Sort by button. You can also view the providers in ascending or descending orders by clicking the arrow icon next to the Sort by button.
Click the More Info button for any provider to view that provider's detailed information in a popup window.
Link to an Advisor
If you know that you want to become a client of a specific advisor, expand the advisor's listing, and then click the Link button. The Advisor/Broker Account Setup page opens.
If you have linked accounts of your own, you can choose to link those to the advisor as well. Click Continue to begin the linking process.