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.
Fund Your Account
Learn how to fund your account to get started with CenterPoint.
Learn how to access and navigate your desktop and mobile trading platforms.
Learn how to access account balances, trade history, tax forms, & more.
Learn how locates work, how to secure locates, and more.
Learn about the different types of routes and their benefits.
Discover some of the CP client benefits you may not be aware of.
Commissions & Fees
Learn about the commissions and fees associated with trading.
Learn how to manage risk and avoid precarious situations.
Learn how to transfer money in and out of your trading account.
Familiarize yourself with the contingency plans for internet outages.