TradePMR

Trade-PMR, Inc. has entered into an agreement with Wells Fargo Clearing Services, LLC to execute and clear securities transactions for all accounts.

TradePMR by Robinhood's Fusion platform integrates with most CRM, financial planning, and portfolio management tools.

TradePMR by Robinhood offers a banking solution backed by a U.S. bank and connected directly to its RIA custody platform.

Get RIA custody built for independent advisors, not retail clients. TradePMR by Robinhood delivers high|touch service with enterprise|grade technology.

TradePMR Chief Risk Officer Charles “Chaz” Reiling shares what RIAs can expect at the Synergy24 conference in Las Vegas.

TradePMR by Robinhood provides independent advisors with business intelligence. The page discusses how RIAs use custodian data to support firm growth.

Three ways in which the financial advice industry is changing for the better, and one common pitfall to avoid.

TradePMR by Robinhood guides advisors through custodian transitions intended to avoid disruption to their books of business.

Meet Brandon Storch, a member of the TradePMR by Robinhood team supporting independent RIA advisors with custody, technology, and advisory services.

Meet Charles Reiling, TradePMR by Robinhood's General Counsel managing legal strategy and compliance for an RIA-first custody and technology platform.

As TradePMR’s CFO & licensed FINOP, Danny is responsible for the firm’s financial operations and compliance with the financial responsibility rules and regulations.

Kate focuses on building modern products and platforms that help Registered Investment Advisors better serve their clients and scale their business.

TradePMR by Robinhood built its RIA custody and Fusion technology platform based on firsthand advisor experience.

TradePMR by Robinhood provides custody for independent RIAs and was built by an RIA with firsthand experience of the problem.

TradePMR by Robinhood offers RIA custody, Fusion technology, and advisor transition support.

TradePMR by Robinhood offers custody, Fusion technology, and service to independent RIAs.

TradePMR by Robinhood's privacy statement covers how the company collects, uses, and protects personal data on its RIA custody platform.

Access SEC Rule 605 execution quality reports and SEC Rule 606 order routing disclosures to learn how customer equity and option orders are routed.

TradePMR by Robinhood's terms of use govern access to the Fusion custody platform and tradepmr.com website.