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Click ‘Get Form’ to open the Model Provider Client Agreement in the editor.
Begin by filling out the 'Account Information' section. Enter your Account Name, Account Number, Account Type, RIA Firm, and Advisor MPP Rep Code in the designated fields.
Proceed to the 'Model Provider Selection' section. Choose whether you are selecting a new model provider, changing an existing one, or terminating your current provider. Fill in the relevant details for each option you select.
In the 'Fee Schedule' section, select your preferred schedule type based on your account value and indicate any applicable fees. Ensure that you understand how these fees will be calculated and deducted.
Complete the 'Client Authorization' section by signing and dating where indicated. If there is an additional account holder, ensure they also sign.
Finally, review all entries for accuracy before submitting your completed agreement through our platform.
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As a private company, TradePMR does not publish the total amount of assets on the firms platform.
Did Robinhood buy TradePMR?
On February 26, 2025, Robinhood Markets, Inc. closed its acquisition of TradePMR. Acquisition will accelerate Robinhoods delivery of investment advisory capabilities to customers by bringing in a scaled RIA custodial platform with approximately 350 firms and more than $40B in assets under administration.
Is TradePMR legit?
TradePMR has an overall rating of 4.5 out of 5, based on over 38 reviews left anonymously by employees. 90% of employees would recommend working at TradePMR to a friend and 90% have a positive outlook for the business. This rating has improved by 2% over the last 12 months.
How big is TradePMR?
TradePMR, with $40 billion in assets under administration, is expected to bolster Robinhoods offerings by providing fiduciary financial advisory services tailored to individual investors; the acquisition marks Robinhoods entry into the $7 trillion RIA market.
Who does TradePMR clear through?
Failure to provide adequate and correct information on any account will result in reporting to the proper government enforcement agency. TradePMR clears all of its business with its clearing firm, Wells Fargo Clearing Services, LLC.
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