Getting Started

Open Marsco Account

• TradingFront next steps
• TradingFront next steps (existing IB clients)
• Marsco Friends & Family Advisor Account
• Link an F-account to TradingFront without opening a new F-account

Portal Admin

• Set up TradingFront access for a client
• How to set firm-level user and access rights

Initial Advisor Setup

• Getting started with TradingFront
• Share meeting URL with clients
• Update your logo and favorite picture for white labeling