Solutions for Wealth Managers

Deliver sophisticated strategies with confidence and scale. Clear Street unifies execution, clearing, financing and real-time risk so advisors can manage many accounts, maintain close oversight and reduce operational drag.

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One platform for execution, risk, clearing and financing

~$20bn

notional/day

~450mm

shares/day

~4%

U.S. equities market share

~99.997%

STP rate

Built for Multi-Account Operations

Wealth managers and RIAs must juggle model portfolios, block orders and best execution oversight across many custodians – often on legacy systems that slow reconciliations and obscure risk. Clear Street brings accounts, positions, P&L and post-trade onto a single, cloud-native ledger, reducing manual work while strengthening auditability and client reporting.

The Clear Street Difference

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Unified Books & Records

Real-time positions, margin and P&L across accounts on one ledger; high STP rate lowers ops burden and reconciliation risk. 

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Execution Your Way

DMA + smart routing and Fox River Algos for everyday flow, with a high-touch desk for blocks and event-driven trades. 

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Workflow Connectivity

FIX/API and OEMS integrations, with consolidated reports for oversight, compliance and client communication. 

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Capital & Risk Transparency

Intraday margin by position with portfolio margin eligibility where applicable, plus integrated lending for short supply.

Key Services for Wealth Managers

Built on the right infrastructure to manage many accounts, prove best execution and scale without operational pain.

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Clearing

Consolidate multi-account activity with real-time transparency into balances, collateral and exposures on modern rails.

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High-Touch Trading

Our seasoned trading desk helps with large or sensitive orders, coordinated end-to-end alongside your electronic flow.

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Low-Touch Trading

Low-latency direct market access and smart routing across lit/dark venues for efficient, repeatable execution.

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Portfolio Margin & Risk

Where eligible, cross-asset portfolio margin with continuous netting and intraday visibility via Clear Street Studio.

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Fox River Algos

Benchmark and specialized strategies that source liquidity and minimize footprint for model and block workflows.

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Equity Research

Unbiased perspectives to validate positions, surface opportunities, document rationale and keep clients informed.

Clear Perspectives

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Press Release

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Frequently Asked Questions

Find answers here to some of the most frequently asked questions about our offering.

 

Have more specific questions? Contact us today.

How do I open an account with Clear Street?

Prospective clients can get in touch with our sales and onboarding team via our Contact page. A representative will reach out to discuss your execution, financing and clearing needs. 

What makes Clear Street different?

Clear Street’s mission is to modernize capital markets and make them accessible to every sophisticated investor worldwide. We provide the technology, tools and service once reserved for Wall Street’s largest institutions, unifying client activity on a single, real-time end-to-end platform. Our infrastructure powers investors to scale today and will be the foundation on which markets will trade tomorrow.

Can you support multi-custodian setups?

Yes. We aggregate accounts across custodians on a single ledger so you can trade, monitor risk and report from one place.

How do you help with best-execution oversight?

We provide execution analytics, venue detail and consolidated reports so you can document routing decisions and demonstrate best execution.

Do you handle block trading and allocations?

Yes. You can stage blocks electronically or send them to the desk; allocations flow straight through to underlying accounts with full audit trails.

Get in touch with our team

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Copyright © 2025 Clear Street LLC. All rights reserved.
Products and services are offered by Clear Street LLC as a Broker Dealer member FINRA and SIPC and a Futures Commission Merchant registered with the CFTC and member of NFA. Clear Street UK Limited is authorised and regulated in the United Kingdom by the Financial Conduct Authority and is a Category 1 member of the London Metals Exchange. Additional information about Clear Street is available on FINRA BrokerCheck, including its Customer Relationship Summary and NFA BASIC | NFA (futures.org).