Broker Dealer / Trading Platforms for Investment Professionals

• CPAS's or Money Managers manage client portfolios on a discretionary basis according to predefined parameters and/or strategies. They may charge a flat fee, a percentage of assets under management, or a percentage of profits on portfolios under management.
  
  
• Broker WebStation enables CPA's and Money Managers with turnkey scalable trading and risk management solutions.
  
  
• Through Broker WebStation, CPA's and Money Managers have access to all investment products and financial services offered through Wallstreet*E broker dealer and its partners.
  
  
• Trades placed through Broker WebStation will be processed by Wallstreet*E, and executed by Ridge Clearing.
  
  
• All trades are cleared by and accounts are held in custody by Ridge Clearing.
  
  
• Broker WebStation may be "private labeled" empowering the CPA's or Money Managers with "Big Enterprise" capabilities. On-line, CPA's and Money Managers customers and prospects only see the CPA's or Money Managers' firm name / logo.
  
  
• Money Managers have ongoing support from WallStreet*E's HCRM (Human Customer Relationship Management) staff to help them with all aspects of servicing their clients and managing and growing their practice.

For consultation on specific questions or to receive additional information, please email or call our Broker/Advisor Customer Support Team at (800) 843-3340 Ext 421 or (305) 266-9133 ext 421 Ext 421, f.otalvaro@brokerwebstation.com