MoneyBlock - for you and your clients
Whether you are placing a simple or advanced order, servicing a self-directed account or entering a block trade across multiple accounts, it doesn’t matter. Our easy-to-use online platform, allows you to do it all:
- Web-based desktop (Admin and Client) and mobile (Client) applications
- Online account opening, processing and management
- Simple and Advanced Order Entry
- Online cashiering (ACH, wires and checks)
- Complex option strategies for qualified and non-qualified accounts
- Group Trade
- Account Administration
- Reporting Tools
- Asset or position review across multiple accounts
- Risk management tools
- Real Time Market Data
Made for the way you trade
Customize your own dashboards
Our new MoneyBlock platform gives you nearly unlimited flexibility in designing dashboard layouts. Add and drag blocks to access and view information based on how you trade or what you want to do. Keep it as simple or as complex as you want. It’s all up to you.
You can even create and view as many dashboards as you want (in multiple browser tabs). Start from one of our templates or from a blank canvas—the choice is yours.
Trade with confidence
We’re making complex tasks easier. Our Order block is designed for simplicity and efficiency. Entering simple stock or complex option trades is a breeze. Create a custom order or use one of the pre-built strategy templates.
Chart with best-in-class tools
Our new Chart block offers extensive flexibility with over 100 technical indicators and drawing tools. Customize the timeframe and bar increments you want to view. Expand to view in a full browser to see details up close. Place as many charts as you want on one or more dashboards to quickly track your favorites.
Link multiple blocks together so when you change a symbol all linked blocks update simultaneously. Save time by linking Quote, Chart, Option Chain and Order blocks to quickly evaluate an idea and trade.
Create custom dashboards based on what you want to do and what blocks you want to link: Trade Stocks, Trade Options, etc.
Track your favorites
It takes just one click to add a stock, ETF or option to your Favorites block. Track as many symbols as you like, and when you’re ready, simply click the Trade button to enter a new trade.
Log in to the new MoneyBlock platform using your current MoneyBlock account login credentials.