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Money Manager Marketplace

Advisors acting as Wealth Managers can view information about registered Money Managers, review their background information and specify your preferred contact method.

Who can access the Money Manager Marketplace page?

You can access this page if you are an Advisor who is a Registered Investment Advisor (RIA) acting as a Wealth Manager or if you have opened a Money Manager account. Second-tier Advisors (under a Fully Disclosed Broker) can also access the Money Manager Marketplace and link to Money Managers. Unregistered Advisors and Friends and Family account Advisors can also access this page.

To use the Money Manager Marketplace page if you are a Wealth Manager

1. Log into Account Management using your Master account username and password.
2. Click Investors' Marketplace > Find 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.

4. The Money Manager Marketplace appears.

5. Sort the provider display by Name, Location, AUM (Assets Under Management) or Years by clicking the Sort by button. You can also view the providers in ascending or descending orders by clicking the arrow icon next to the Sort by button.
6. Click the More Information button for any provider to view that provider's detailed information in a popup window.

7. Do any of the following:

• Click Contact This Money Manager in the upper right corner of the popup window, and then enter your name, email address and phone number. Enter the security text, and then click Submit.

• Click Link to add a new Money Manager. The Money Manager Assignment page appears.