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Home : Platform : First Clearing
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| PLATFORM - FIRST CLEARING, LLC |
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Our First Clearing Department is responsible for establishing and servicing all of your clients' First
Clearing brokerage accounts.
Our clearing arrangement with First Clearing allows us to offer several important services to you and your
clients such as the following:
- A diverse array of investment choices
- High quality trade executions
- A full range of retirement products
- An extensive array of fee-based managed accounts
- Investment and research analysis
- Client account portfolio reviews
- A comprehensive asset management account with check-writing and ATM access
- Internet access allowing your clients to view their brokerage accounts online
- State-of-the-art broker workstations allowing you access to client accounts, trading, quotes and reports
- Internet retrieval and storage of your clients' monthly statements and trade confirmations
- First Clearing's unparalleled Intranet site, InfoMAX, with thousands of page of user-friendly information
SmartStation Online Trading, the InfoMAX website and Online Client Access are also brought on with the support of
First Clearing.
Our First Clearing Department is the link between the representative and First Clearing. Our established contacts
in all departments at First Clearing and our positive relationships with their staff allow us to handle your
questions and requests in a timely and accurate manner. We are committed to providing you with friendly and
professional service in all aspects related to your brokerage business.
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SIDEKICK SUPPORT HERE AND THERE
Our Back Office provides personal support in the areas your business demands. And, you don't have to be behind
your desk to get it. Get the help you need in...
> Case Planning
> Technology
> Compliance
> Training/Support
Sidekick support delivers when you need it, wherever you are.
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