Stocktrade
Execution Only Stockbrokers
0845 213 4403
Mon to Fri 8am - 5pm
Agentrade
Welcome to Agentrade, the area of our website designed specifically for Financial Intermediaries and their underlying clients.
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Agentrade has been designed to complement the telephone, fax and postal dealing services that have been growing successfully for over 10 years, allowing greater control and access than ever before.
Some of the benefits of this service include:
- A choice of general or client specific accounts. If you use client specific accounts, you can take advantage of our additional facilities such as easy reconciliation of portfolios.
- Reverse portfolios. This allows you to see all the stocks your clients are invested in. You may also see all the clients who hold each specific stock.
- Client or Agent dealing and view only rights. you wish, you may allow your underlying clients to access their portfolios. This can be for view only or dealing access if you prefer.
- Free real time prices. This allows all of your holdings to be seen in a live environment. You may also monitor an additional 35 stocks in a “Hotlist”.
- The facility to share commission. We will automatically use the commission rates set by you and charge your clients directly if you wish. We then pay you a commission share on a monthly basis.
- Cash and stock histories. You may view each client’s cash and stock histories.
- Multi-destination contracts. We will send contracts to up to seven separate destinations if you wish.
- Efficient administration. If you are unable to use the internet at any time, you may still contact our dedicated team by the telephone or fax and these deals will still appear in your online portfolio immediately.
For more information, please contact:
Mark Bennett (Financial Intermediaries)
mark.bennett@stocktrade.co.uk
0845 213 4380
Iain Willis (Business Development)
iain.willis@stocktrade.co.uk
0845 213 4380