Thank you for choosing TradingFront as your business partner! We are here to help you with the onboarding process.
The most time-consuming part of the process is getting your RIA Master Account set up. You should be able to submit the master account application within 20 minutes, and it will be reviewed/approved by our custodian Interactive Brokers, within a week or two. However, given the current global environment, the process is taking a little longer than usual.
RIA Master Account
Please click "Financial Advisory Account Application" to start a new master account application and make sure to choose "Financial Advisor."
TradingFront and the custodian - Interactive Brokers
To use TradingFront’s white-label client onboarding feature and rebalancing/trading directly in your TradingFront portal, you must have an F-account (RIA master account) through our affiliated broker at IB. Those two features require broker-to-broker connectivity and will work only for your clients under your F-account opened through us.
Our affiliated broker acts as a fully-disclosed introducing broker to IB and serves as your servicing broker. IB is the execution and clearing broker as well as the custodian. Having an F-account under our affiliated broker will allow you to leverage the full capacity of TradingFront while having access to IB's existing solution (Trader Workstation and Account Management).
Non-IB accounts data integration
If you have accounts with TDA and/or Schwab, we can request an on-going data delivery to TradingFront, which gives us read-only access based on daily data. With this data pipeline, we can aggregate your client data from multiple custodians in your TradingFront portal.
Portal setup and training
Once you have your F-account approved or linked to us, we will deliver your portal within two to three business days. Welcome to your journey with TradingFront! We will provide you with initial training at no cost.