Financial Advisors
Financial Advisors
Your clients count on you for long-term financial strategies and advice for balancing their portfolios. The LODAS marketplace can help them achieve the peace of mind that comes with liquidity on demand.
Your clients count on you for long-term financial strategies and advice for balancing their portfolios. The LODAS marketplace can help them achieve the peace of mind that comes with liquidity on demand.
Simple
Our marketplace is automated, online and paperless. No need for stamps or medallion signature guarantees.
Fast
Sign up and onboard your clients today. Trades are potentially executed in a day and settled in as fast as five days.
Affordable
Sellers only pay up to 2.9% of the transaction (minimum $400). Significantly less than traditional transactions.
Secure
We meet privacy and security standards. We're SOC 2 type 2 certified.
Compliant
LODAS Securities is an ATS, registered with the SEC and is a member of FINRA/SIPC.
Transparent
You can access your client's account and be notified throughout the process.
Simple
Our process is 100% electronic. No need for stamps or Medallion Signature Guarantees.
Fast
Sign up and onboard your clients today. Our process is significantly faster than the traditional multi-week process.
Affordable
Sellers only pay up to 2.9% of the transaction (minimum $400). Significantly less than traditional transactions.
Secure
We meet privacy and security standards. We're SOC 2 type 2 certified.
Compliant
LODAS Securities is an ATS, registered with the SEC and is a member of FINRA/SIPC.
Transparent
You can access your client's account and be notified throughout the process.
Simple
Our process is 100% electronic. No need for stamps or Medallion Signature Guarantees.
Fast
Sign up and onboard your clients today. Our process is significantly faster than the traditional multi-week process.
Affordable
Sellers only pay up to 2.9% of the transaction (minimum $400). Significantly less than traditional transactions.
Secure
We meet privacy and security standards. We're SOC 2 type 2 certified.
Compliant
LODAS Securities is an ATS, registered with the SEC and is a member of FINRA/SIPC.
Transparent
You can access your client's account and be notified throughout the process.
Help Your Clients Place Their First Trade
It's easy to place your first trade. First, sign in to your account. Once in the marketplace, select the product you want to trade and click Sell. You’ll complete a simple process to create a trading account and then submit your order.
For step-by-step guidance, watch this short video.
Help Your Clients Place Their First Trade
It's easy to place your first trade. First, sign in to your account. Once in the marketplace, select the product you want to trade and click Sell. You’ll complete a simple process to create a trading account and then submit your order.
For step-by-step guidance, watch this short video.
Help Your Clients Place Their First Trade
It's easy to place your first trade. First, sign in to your account. Once in the marketplace, select the product you want to trade and click Sell. You’ll complete a simple process to create a trading account and then submit your order.
For step-by-step guidance, watch this short video.