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!
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.
Create deposit and withdrawal capabilities through your advisor platform. No need to send customers to a third-party site to fund their account!
Easy-to-use document delivery puts statements and confirms directly in customer hands. Cobranding options are available.