How do we execute trades when you fund a Sidepocket?

As soon as you fund a Sidepocket in the application, the order will be queued up and subsequently sent to our broker-dealer and custody partner Apex clearing. Apex will automatically process and submit order for the underlying securities that make up the Sidepocket. The order will be filled during the next available window during market hours (8:30am - 3pm CST) and will be subsequently available to view in the 'My Sidepocket' screen.

Mar 24, 2022

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