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 to 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.