Welcome to CenterPoint
Please review each of the onboarding steps to ensure you get the most value out of the tools and resources available to you as a CenterPoint client.
1
Fund Your Account
Learn how to fund your account to get started with CenterPoint.
2
Platform Setup
Learn how to access and navigate your desktop and mobile trading platforms.
3
Client Portal
Learn how to access account balances, trade history, tax forms, & more.
4
Stock Locates
Learn how locates work, how to secure locates, and more.
5
Routing Information
Learn about the different types of routes and their benefits.
6
Client Benefits
Discover some of the CP client benefits you may not be aware of.
7
Commissions & Fees
Learn about the commissions and fees associated with trading.
8
Risk Reminder
Learn how to manage risk and avoid precarious situations.
9
Money Transfers
Learn how to transfer money in and out of your trading account.
10
Disaster Plan
Familiarize yourself with the contingency plans for internet outages.