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Funding

Funding is an important part of the application process.

Your broker account consists of multiple accounts at different levels, and can include multiple users who have permissions to manage one or multiple accounts. The master account is used to transfer funds between the master and the client accounts, as well as for the billing of market data and research subscriptions for the broker's own trading. The Proprietary Account for Broker-Dealers is used to collect client fees and other funds owed to the broker, credit a client account, and proprietary trading for the broker.

Deposits can be made in a number of ways, including Wire, Check, ACATS, etc. In order to prevent any delays in an account's funding, it is important that you complete the funding information portion of the application. If we do not receive your client funds in 45 days from approval, the account will automatically be closed.

This section includes the following topics:

• Master and Proprietary Account for Broker-Dealers Funding
• Client Account Funding

For more information

• For specific details on Deposit Notifications, Transfers, and other funding issues, see the Funding Reference on our website.