The process for opening a Tradier Brokerage account is very simple and straight-forward. We’ve also optimized the process for the most seamless integration with your platform.
POST /applicationsrequest and following the required structure of the application data structure.
Thank you for submitting your <ADVISOR NAME> account application to Tradier Brokerage, Inc. Please review the following Tradier Brokerage agreements and disclosures associated with your account: Customer Agreement Privacy/CIP Business Continuity Electronic Delivery Consent Electronic Signature Acknowledgement W9 Certification Limited Trading Authorization By selecting this link you are acknowledge that: I accept electronic delivery of these documents. I have read these documents. I have printed/saved the documents and don?t need them mailed to me. I would like to open a brokerage account with Tradier Brokerage. I understand that you have designated Apex Clearing Corporation as your clearing firm. Click here to verify your acknowledgement. Sincerely, Tradier Brokerage Selected Broker for <ADVISOR NAME> Tradier Brokerage Contact Service PO Box 49056, Charlotte, NC 28277, (980) 272-3880 This message is confidential and sent by Tradier Brokerage, Inc. solely for use by intended recipient. Tradier Brokerage Inc. may NOT accept any orders or instructions to buy or sell securities of any kind by email. All such instructions and orders must be placed on line or via telephone. The information contained within this email is based on information available and believed to be accurate at the time it was prepared. Electronic mail sent through the internet is generally not secure and may be intercepted by a third party.
Behind the scenes, our experienced team of brokerage operations people review our third-party CIP verifications and make sure all I’s are dotted and T’s are crossed. Once satisfied, we’ll send the application to our clearing provider for consideration.
Maintain ComplianceCustomer privacy and security is the highest priority of Tradier Brokerage. Please review all compliance guidelines outlined in the Requirements section.
Foreign applications follow a slightly different flow:
POST /applicationsrequest and following the required structure of the foreign application data structure.
PUT /applications/:id/imagesrequest. At least 2 documents are required per applicant: