Banking and brokerage serve different purposes
A bank handles payments; a broker provides access to financial instruments. A company needs a separate application, documents and ownership review for brokerage. We start with your goals: required markets and instruments, who will make decisions and the funding source. The choice of platform follows that assessment, not the other way around.
What the $2,500 add-on covers
The add-on covers corporate paperwork and application preparation, coordination with the agreed platform and setup support for approved access. Together with the company and bank-account package, the core service totals $7,500. Brokerage charges, market-data subscriptions and extra products are discussed separately rather than hidden inside a formation price.
- Company and banking: $5,000
- Exchange access: additional $2,500
- Combined core services: $7,500
Know the limits of your trading permissions
Opening an account does not automatically grant access to every instrument, margin lending or options. The broker reviews the company, authorised individuals, experience and other information. We help prepare accurate documents and explain approved capabilities. Trading decisions and investment risk remain with the client; returns and access to particular markets are not promised in advance.
Do you trade the client’s money?
No. This service concerns preparation and account-access coordination. It does not include investment management or trading on the client’s behalf.
Can I apply with an existing company and bank account?
Yes. We first review corporate records, ownership and the chosen platform’s requirements. The $2,500 price is an add-on to our package; a standalone engagement is scoped around your company’s readiness.