Unified custody and banking for growth-focused RIAs
With TradePMR's Fully Integrated Banking Solutions, advisors can now transform their clients' brokerage accounts into a powerful all-in-one hub, for both their investing and everyday financial needs.

Expand your value with clients
A seamless cash management experience for clients’ banking and brokerage needs, along with credit offerings, create more ways for advisors to deliver value.

Drive new opportunities for growth
As clients gain clearer visibility into their financial picture through the online portal, advisors are better positioned to identify and pursue new growth opportunities.

Empower clients with lending options
Build wealth beyond the bottom line. Asset-backed lending is available at competitive rates for those who qualify, and we anticipate rolling out traditional mortgages in the second half of 2026.