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  1. TradingFront
  2. Getting Started

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

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