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Money Manager Marketplace

Money Managers can market their services by registering at the Money Manager Marketplace, where their information can be viewed by Wealth Managers.

Money Managers access this page to enter information about themselves and their trading services, including their education, certification, assets and products traded, which will be available to Wealth Managers who access the Money Manager Marketplace; and to review contact requests from Wealth Managers.

To register at the Money Manager Marketplace

1. Log into Account Management using your Master account username and password.
2. Click Investors' Marketplace > Advertise Services > Investing > Money Manager.
3. The first time you access this page, you must sign the Money Manager Agreement. You cannot access the Money Manager Marketplace until you submit the signed agreement online.

Simply type your name in the Signature field, then press Submit.

If you do not want your information to appear in the Money Manager Marketplace, do not sign and submit the agreement.

The Money Manager Marketplace Registration page opens.

4. Enter all of the information that you want to appear in the Money Manager Marketplace:

• Click Money Manager Contact Information to open that section, then complete the form and click Submit.

• Click Upload Information to be posed to the Money Manager Marketplace for review by Wealth Managers to open that section, then complete the form and click Submit.

• Click Review Requests by Wealth Managers to be Contacted to open that section, then complete the form and click Submit.

5. Click Select Whether Money Manager is Open to New Client to open that section, then click Open or Closed and click Submit.

Select Closed if you do not want your information to appear in the Money Manager Marketplace. You will still be able to be selected by Wealth Managers but they will not be able to use the Money Manager Marketplace to shop for your services.

For more information

• Users' Guide