Online Risk Management

Online Account and Risk Manager: Provides real-time, online access to all of your accounts through our clearing firm, Penson Financial Services. The features include:

• A real-time risk monitor that displays each account the manager has access to, the shares traded, unrealized pl, realized pl, gross pl, net pl, total commission, and equity percent change for the day
• The ability to view each account under the manager log in, and see the detail in each customer’s accounts
• The ability to post new announcements
• The ability to create customized risk monitors for customers, trading groups, and hedge funds or institutions