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Custody and Clearing

Support, Technology and Service - Designed and delivered for your success. 

We believe the success of your broker-dealer, investment adviser or foreign financial institution is built on providing you the right support. With a history dating back over a century, our Correspondent Clearing division has thrived by putting our focus on your business needs.

In our rapidly evolving industry, our correspondents expect and need the best in service and technology support in order to be well-positioned for success. We go to great lengths to provide this type of support because we succeed when you succeed.

We focus on the needs of middle-market firms like yours. This focus keeps three things perfectly clear: your goals, your business needs, and our commitment.

We strive to build relationships with our correspondents by providing them the tools that help them succeed. We understand what it takes for your business to be successful, and we are committed to providing comprehensive, accurate and efficient solutions.

Service and Support

With a support to correspondent ratio that is among the highest in the industry, the professionals of our Correspondent Clearing division are there to personally guide you through the process and help you build your business.  You will have access to senior management and dedicated relationship managers who understand your business at a personal level.

Technology

We have developed a state- of-the-art platform that is specifically designed to make your job easier so you can focus on what matters — your clients. Unlimited customization sets our platform apart from the rest. Our correspondents have input on how the technology functions, what programs we integrate with and full control over how they manage accounts in the system. 

Products and Expertise

Our correspondents have access to a full array of products as well as our expertise trading and settling nearly every type of securities transaction in US and international markets.

Equities/ETFs Fixed Income Options
US/Offshore Mutual Funds UCITS Structured Products

Multi-dimensional Platform

We service correspondents with a multitude of US and international customers.

Retail Institutional
DVP/RVP Broker-to-Broker

Meet the Team

Boca Raton, FL
2600 N. Military Trail
Suite 350
Boca Raton, FL 33431
Tel: +1 (561) 544-7611

Markets of Interest
Services of Interest

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