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Accounts
Tailored for You

At Firstraders, we provide accounts for every trader, from individuals to joint investors and businesses. Companies can invest in stocks and options through authorized representatives. Request Info
Individual account icon

INDIVIDUAL

Firstraders offers a range of account structures tailored to individual traders and investors.

INDIVIDUAL: An account exclusively owned and managed by a single person.

Open Account
01Customer Description
A personal account held by a single individual.
02Account Description
All assets are held in a single account owned by one individual.
03Account Management & Trading Access
The account holder has full access to all services and can authorize additional users via Power of Attorney.
04Margin
Portfolio, Reg T, and cash margin options are available.
Joint account icon

JOINT

Firstraders offers various account structures tailored to different trading needs.

JOINT: An account jointly owned and managed by two individuals.

Open Account
01Customer Description
A joint account with two holders. Account types include Tenants with Rights of Survivorship, Tenancy in Common, Community Property, or Tenancy by the Entirety.
02Account Description
A single account jointly owned by two individuals.
03Account Management & Trading Access
Both holders have full account access and can authorize additional users via Power of Attorney.
04Margin
Margin options are the same as individual accounts.
Small Business Account icon

SMALL BUSINESS

Firstraders provides business brokerage accounts for corporations, partnerships, LLCs, and other legal structures, enabling efficient asset management and trading.

Open Account
01Customer Description
Designed for small business partnerships, corporations, LLCs, and other legal entities.
02Account Description
A single account holding investments belonging to the business entity.
03Account Management & Trading Access
User roles can be customized for full or partial access to account management and trading.
04Margin
Available options include Cash, Reg T, and Portfolio Margin.
Advisor icon

ADVISOR

Our comprehensive custody solution empowers advisors of all sizes to manage their investment portfolios and businesses seamlessly.

Leverage our award-winning trading platforms to build a competitive edge, streamline workflows with Investment Models, and serve clients more cost-effectively.

Open Account s
01Customer Description
An individual or Registered Organization Advisor responsible for both client administration (Wealth Management) and client funds (Money Management).
02Account Description
A master account linked to individual or corporate client accounts. This account facilitates trade allocations and fee collection. Advisors can open a single client account for personal trading, with the option to white-label the account using their corporate identity.
03Client Markups
Options include % of P&L, % of flat fee, % of equity, fee per trade, and manual billing.
04Account Management & Trading Access
Advisors have full trading access and most account management features. Corporate Advisors can create multiple users with varying levels of access and authority over client accounts. By default, clients cannot trade but can be granted access. Clients have full access to account management features.
05Margin
Available options include Reg T, Cash, and Portfolio Margin. Each client account is margined separately.
06Pre-Trade Allocations
Advisors can allocate trades pre-trade by %equity, %positions, or account %.
07Multiple Levels
Advisors can add an Advisor account with clients, a Separate Trading Limit account (STL) under the master account, or a Multiple Hedge Fund account.
Funding Manager icon

FUNDING MANAGER

Collaborate with multiple wealth managers and expand your business while trading seamlessly through a unified interface across wealth managers, clients, countries, and products.

Open Account
01Customer Description
An individual or Corporate Registered Advisor hired by another advisor (Wealth Manager) to manage some or all of their clients’ funds.
02Account Description
A separate client account is created for each client whose funds are managed by the Funding Manager. Funding Managers oversee funds across multiple advisors (Wealth Managers) and their clients.
03Client Markups
Includes % of P&L, % of flat fee, % of equity, fee per trade, and manual billing, determined by the advisor (Wealth Manager).
04Account Management & Trading Access
Funding Managers have access to trading only. Funds are transferred to the Funding Manager’s client account by the Wealth Manager. Corporate Funding Managers can have multiple trading users, each managing different client accounts.
05Margin
The Funding Manager’s client account inherits the margin type from the client’s Wealth Manager account. Both accounts are margined separately.
06Pre-Trade Allocations
Same as Advisors.
07Multiple Levels
Same as Advisors.

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