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Account Custody Solutions

Brokerage account custody and technology solutions designed to meet the needs of fintech developers and financial service companies, Worldwide.

  • Brokerage Account Custody:   Order processing and account management solutions for self-directed online brokerage accounts.

  • API-Driven Flexibility:  Build custom trading apps and provide unique user experiences.

  • Access Deep Market Liquidity: Access deep market liquidity and highly liquid trading in Equities, Options, and ETFs.

  • Flexible Commission Models:  Flexible business models that allow you to offer low-cost or zero-commission trading, which can help you attract and retain clients. 

  • High-Level Security: Prioritize the safety and security of your client’s assets. Our custodians are subject to strict regulatory requirements and adhere to rigorous standards for asset protection and privacy. 

  • Dedicated Support: Dedicated professionals to support you every step of the way. From onboarding to ongoing support, we are committed to providing the highest level of service and support.

Supported Account Types

Individual and Joint
LLC, Corporate, Trusts
Traditional IRA, Roth IRA, SEP 
Institutional Accounts
Portfolio Margin Accounts

Brokerage Account Custody Partners

RQD Clearing, LLC 

RQD* Clearing, LLC is a modern, next-generation, correspondent clearing provider built for modern markets. RQD Clearing provides correspondent clearing, cash management, margin lending, and other key back office services to its clients.

RQD* Clearing is registered with the SEC, is a member of FINRA, OCC, DTC and NSCC and has exchange memberships at all major U.S. equities and options market centers.

Velocity Clearing, LLC

Velocity offers clearing and execution services with highly competitive pricing for professional traders, family offices, and retail brokerages. Velocity offers a modern, robust clearing system and can be scaled to support any client, regardless of size or maturity, while providing custom reporting according to your specifications.

For Broker-Dealers, Velocity offers fully disclosed clearing services with a “straight-through” processing environment for matching, clearing, settlement, and custody. In other words, a single system for processing once a trade is on the books, improves efficiency, mitigates risk, and enables competitive pricing. Velocity offers margin financing and securities lending capabilities.