Advisor API

We'll do the heavy lifting, you focus on your business.

Tradier's Advisor APIs give you everything you need to develop a frictionless investor experience. They were created specifically for the needs of investment advisors looking to build out their digital offering. In partnership with APEX Clearing, Tradier Brokerage delivers custody, clearing, execution, and billing on behalf of registered advisors. Plus, we offer co-branded statements, confirms, emails and more!

Account Opening

Build online account opening into your own experience. Plus, you will receive notifications every step of the way about the status of your customers so you can follow up as needed.

  • JSON payload, REST APIs
  • SSL-encrypted
  • Webhook status updates

Funding

Create deposit and withdrawal capabilities through your advisor platform. No need to send customers to a third-party site to fund their account!

  • Microdeposit or Plaid verification
  • ACH deposits/withdrawals
  • Webhook status updates on transactions

Documents

Easy-to-use document delivery puts statements and confirms directly in customer hands. Cobranding options are available.

  • Email delivery of statements, confirms and tax documents
  • Cobranding options available upon request

Launch your advisor product in weeks instead of months. Let us help you!

Talk to Us!