Home
Forms Library
Model Provider Client Agreement 1 Account - TradePMR

Model Provider Client Agreement 1 Account - TradePMR 2025

Model Provider Client Agreement 1 Account - TradePMR Preview on Page 1

Show details

4.8 out of 5

37 votes

The Model Provider Client Agreement outlines the terms and conditions under which Trade-PMR, Inc. acts as a broker-dealer for clients utilizing Model Providers for investment management. It details account information, model provider selection, fee schedules, client and advisor authorizations, and the responsibilities of all parties involved. The agreement emphasizes that Trade-PMR is not an investment advisor and clarifies the fee structures associated with the Model Provider Program. Additionally, it includes provisions for arbitration in case of disputes.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to modify Model Provider Client Agreement 1 Account - TradePMR in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Working on paperwork with our comprehensive and user-friendly PDF editor is easy. Make the steps below to fill out Model Provider Client Agreement 1 Account - TradePMR online easily and quickly:

Log in to your account. Log in with your email and password or create a free account to try the product prior to choosing the subscription.
Upload a document. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Model Provider Client Agreement 1 Account - TradePMR. Easily add and underline text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or remove pages from your paperwork.
Get the Model Provider Client Agreement 1 Account - TradePMR completed. Download your updated document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Make the most of DocHub, one of the most easy-to-use editors to quickly manage your documentation online!

See more Model Provider Client Agreement 1 Account - TradePMR versions

We've got more versions of the Model Provider Client Agreement 1 Account - TradePMR form. Select the right Model Provider Client Agreement 1 Account - TradePMR version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2016	4.8 Satisfied (37 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is TradePMR a public company?

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.