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
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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.

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.
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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.

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.
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SMALL BUSINESS

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

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.
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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.

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.
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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.

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.

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