Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
View real-time quotes and pre-market/after-hour data. Customize advanced charts with technical indicators. Track portfolio performance and set price alerts. Place trades and manage orders directly. Access market news and analyst ratings.
View demat holdings and cumulative holdings. Access detailed and summary ledger entries. Check SLBM open positions and contract notes. Retrieve backoffice reports for registered clients. Submit queries or feedback via email.