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Back-Office Support

Trade Manage Capital, Inc.' s front & back-office personnel and technology enable us to efficiently maintain and service our clients' accounts. Trade Manage Capital, Inc. 's back-office utilizes cutting edge technology to meet our clients' asset management needs. Specific products and services include:

  • Direct, immediate access to our Trading Desk via. our bank of 800-phone numbers.  Clients are allocated to trader teams to ensure personalized attention to their needs. For the internet investor, we additionally offer real-time ICQ, and Email support, as well as cutting edge Direct Order Entry and Routing Technologies.
  • The Money-Market Network, a free, automated system that sweeps cash balances into your choice of one of several high yielding money market funds, and sweeps cash out of the funds automatically to cover purchases or check writing.
  • Free check-writing services are available for accounts, offering easy access to your funds. The yield and liquidity of our money market funds makes a Trade Manage Capital, Inc.  brokerage account, a suitable alternative to bank checking and savings accounts.
  • Online Access to your Account information, transaction history, account holdings and money balances.
  • Access to our Client Portal Website offering real-time access to trade status and reporting, as well as other valuable research and other news sources.  Trial access to services such as TheStreet.com, Briefing.com and Knobias, as well as many others, are available from the single log-on Client Portal Site.
  • Credit and debit card access to funds and cash is available for most accounts.
  • Electronic transfer systems allow clients to transfer funds from their bank accounts into their brokerage account with a simple telephone call.
  • Free Dividend Reinvestment Programs are available for most equities and other mutual funds.
  • ACAT and MFTR transfer services for moving accounts held elsewhere into your account held at Trade Manage Capital, Inc.
  • Automatic Principal and/or interest distributions.
  • Detailed monthly statements, 1099s and interest statements.

To learn more about our Firm's order management and routing technologies, please visit our Technology web page by clicking here.