Subscribe to Portfolio Data directly

If you choose, you can subscribe to directly receive Investment Portfolio trading data and arrange for your own management services.

When you subscribe to a portfolio in a Client Account, we normally purchase the data from the portfolio managers on your behalf and compensate them from the fees you pay us. However, we also offer the capability for you to subscribe to this data directly.

The data you receive via direct subscription will be significantly delayed and will be emailed to you as a series of trade signals without any management services.

Direct data subscription costs range from $300 and $4,000 per annum per portfolio, based on the type of portfolio. Only a full year subscription is offered.

Contact Customer Service to learn more or to set up a data subscription.