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What types of brokerage accounts does TradingFront support?

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TradingFront

TradingFront's custodian, IB, supports various types of brokerage accounts, including:

  1. Individual Account
  2. Joint Account
  3. Retirement Account
  4. UGMA/UTMA
  5. Trust
  6. Single Hedge Fund
  7. Allocation Fund
  8. Institution (Partnership, Corporation, Limited Liability Corporation, and Unincorporated Business)
  9. Pension Plan Trust Account

Currently, TradingFront's white-label client onboarding feature supports Individual Account, Joint Account, Retirement Account (Traditional IRA, SEP IRA, Roth IRA, and Rollover IRA). We are actively adding other brokerage account types in the white-label client onboarding process.

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For those accounts currently not supported in the white-label onboarding process, please invite your clients by following these steps: https://help.tradingfront.com/hc/en-us/articles/900000929446.