Unlock Brokerage
Commission-free trading of stocks and ETFs for as little as $0.01
Allowing seamless integration directly into your existing product.
Customized Solution
Fully customizable UI already optimized for Q2 and Banno
Compliance
As a Registered Investment Advisor with the SEC, we oversee all investment accounts and ensure their compliance with federal law
Customer Service
We handle any customer support needs related to Brokerage and are available 24/7
Account Security
We are currently being audited for SOC 2 Type 2 assessments against all 5 trust services criteria, Security, Confidentiality, Availability, Integrity, and Privacy
Trade at any amount
Trades can be placed with as little as $0.50
International reach
Trade across 60 different markets among the US, Europe, and Latin America
Commission free
All assets are free to trade, no hidden fees
Stocks
Listed U.S. equities, American Depositary Receipts and, foreign ordinary shares
ETFs
ETFs from market-leading providers offer transparency, liquidity, and tax efficiency
Mutual Funds
Access to thousands of mutual funds from hundreds of different fund families
Individual
Dedicated brokerage for an individual's personal finance
Joint
Easily sharing access to brokerage between multiple people
IRA
Tax-advantaged brokerage made for retirement
Corporate
Brokerage aligned with your company's needs
Trust & Custodial
Brokerages for the benefit of someone else
Make stocks & ETFs more accessible to your clients by adding fractional trading as a benefit
1000s of Fractional Assets. Commission-free investing with as little as $0.01 in 1000s of fractional Stocks, ETFs, Mutual Funds, and Treasuries.
Self-Directed or Managed. Let your clients take control of their finances by choosing their investments and / or offer them custom strategies.
Individual or Families. Open individual, family, corporate, IRAs, and custodial accounts in less than 60 seconds.
Build loyalty with your clients that is 34x more effective than cash back
Recurring Revenue. Fuel deposit growth and increase card transactions by 19%.
Extensive Engagement. Engage customers or members on mobile banking 5x per week. That's 5x the industry average.
Sticky Retention. Boost 12 month, 24 month, & 36 month retention rates.
Give your clients portfolio growth with little to no effort
Real-Time Round-Ups. Every time you buy something with your Debit Card, your purchase is rounded up to the nearest dollar.
Invest the Rest. Your round-up is automatically invested, every time.
Pick your Stock. We Invest the Rest into the fractional stock of your choice. Choose your favorite stock and change it at will!
