In addition to our one-wire/one-statement portal, ICD offers an alternate model for access to money fund products directly.
Clients may utilize multiple with one phone call or on-line trade while wiring the money directly to the fund companies they have chosen. This model satisfies direct relationship requirements by:
- Directly registering the client at the fund(s) with ICD as Introducing Broker.
- Maintaining the direct relationship money transfer process: the client wires directly to the funds & receives proceeds directly from the funds.
- Maintaining the direct relationship by receiving monthly statement(s) from the respective vender.
Please contact ICD to view our fund selection.
