ACCOUNTS
FOR EVERY NEED

At NexosTrade, you can find an account type to suit every need. As a private investor, you have the choice between a single account and a joint account. The company account at NexosTrade is designed for businesses to invest their assets in securities like stocks and options. This account is initiated by the authorized representative of the company. Request More Info

Individual
Joint
Small Buisness
Advisor
Funding Manager

INDIVIDUAL

NexosTrade offers many client account structures that are designed to meet the specific needs of individual traders and investors.
INDIVIDUAL: Account owned and used by a single person.

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Customer Description

One account holder, or personal account or single account holder

Account Description

Assets held in a single account owned by a single account holder.

Account Management & Trading Access

Account holder has all entries to all services. Can add more users with Power of Attorney.

Margin

Portfolio, Reg T and cash margin are available.

JOINT

NexosTrade offers many client account structures that are designed to meet the specific needs of individual traders and investors.

JOINT: Account owned and used by two people.

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Customer Description

Two account holders. Can be one of these types: Tenants with Rights of Survivorship. Tenancy in common, Community property, or Tenancy by the Entirety.

Account Description

Assets held in a single account owned by two account holders.

Account Management & Trading Access

Both account holders have access to all functions. Can add additional users with a Power of Attorney.

Margin

Same as Individuals.

SMALL BUSINESS

A business brokerage account for corporations, partnerships, limited liability corporations, and unincorporated legal structures.

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Customer Description

A small business partnership, corporation, unincorporated legal structure or a limited liability.

Account Description

A single account which holds investments that belongs to the entity account bearer.

Account Management & Trading Access

Users can be configured to have all or some account management and trading services.

Margin

Cash, Reg T, and Portfolio Margin are available.

ADVISOR

Our end-to-end custody solution helps advisors of all sizes manage their investment portfolio and business.

Efficiently build a competitive advantage with our award-winning trading platforms, streamline workflow with Investment Models, and serve clients at a lower cost.

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Customer Description

An individual or Organization Registered Advisor that maintains both client administration (Wealth Management) and the client’s money (Money Management).

Account Description

A master account is joined to an individual or corporate client’s account. The master account is used for trade allocations and fee collecting. The advisor can open a single client account for his or her own trading. The account can be white brander with the corporate identity of the advisor.

Client Markups

% of P&L, % of flat fee, % of equity, fee per trade, and manual billing.

Account Management & Trading Access

The advisor has access to trading and most Account management features. Corporation Advisors can have numerous users, each with access to different features and authority over various client accounts. By default, clients do not have access to trading, but client trading can be allowed. Clients have access to all Account Management features.

Margin

Reg T, Cash, and Portfolio Margin are available. Each client account is separately placed in the margin.

Pre-Trade Allocations

Advisor(s) can pre-trade allocate cleared trades by %equity, %positions or account %.

Multiple Levels

Advisors can add an Advisor account with clients, a Separate Trading Limit account (STL) under the master account, or a Multiple Hedge Fund account.

FUNDING MANAGER

Associate with numerous wealth managers and grow your business while trading from a single, coherent interface across wealth managers, clients, countries, and products.

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Customer Description

An individual or Corporation Registered Advisor that is hired on account of another advisor (Wealth Manager) to maintain some or all their clients’ money.

Account Description

A new discrete client account is opened for any client for whom a Fund Manager maintains money. Fund Managers maintain money across numerous advisors (Wealth Managers) and their clients.

Client Markups

% of P&L, % of flat fee, % of equity, fee per trade, and manual billing, placed by the advisor (Wealth Manager).

Account Management & Trading Access

The Money manager has access to trading only. Investments are moved to the Money Manager client account by the Advisor (Wealth Manager). Corporation Money Managers can have numerous trading users, each with control over different client accounts.

Margin

The money managing client account takes over the margin type from the client’s Wealth Manager client account. The Money Manager and Wealth Manager client accounts are separately margined.

Pre-Trade Allocations

Same as Advisors.

Multiple Levels

Same as Advisors.