Terra Nova Financial Broker Services offers an unparalleled platform of products, services and support services for foreign or domestic business. Our award winning* products and services enable you to offer a greater variety of products at a competitive price, which will build your customer loyalty and increase your client base. How does this benefit you? Terre Nova will allow your business to operate more efficiently and by providing tools that promote better service, you can work to achieve more consistent and profitable results for your clients. Contact us to discuss a personalized rate structure.

Broker-Dealers & Introducing Brokers

Terra Nova Financial provides Introducing Broker-Dealers and their clients state of the art technology to trade stocks, options, futures and forex through multiple trading platforms. In addition to our back office expertise, Terra Nova's Broker Services is here to support you so you can provide a mix of trading products to your customers – at a competitive price.

Registered Representatives

If you’re looking to create your own financial services business, Terra Nova's Broker Services has everything you need to attract, service and retain customers. Our full suite of products and services entail the entire front to back process including trading platforms, execution services and account clearing/custody – all you’ll need to do is grow your business.

Trade Advisors

CTAs and CPOs can take advantage of Terra Nova Broker Services broad futures reach (through R.J. O’Brien) to manage multiple accounts and trade several futures products 24 hours a day.

International

As the global marketplace continues to change, access to the US markets is paramount for the international investor. Terra Nova Financial has developed a large client base of international financial institutions which has given us a wide-range of experience in foreign aspects of the clearing and settlement process including full service handling, international receipt and delivery in foreign markets.

Terra Nova Financial offers a complete suite of services for Independent Advisors. Our turnkey solution provides advisors with cutting edge trading technology, clearing & custody services, comprehensive client reporting and specialized service teams.

We understand the needs of advisors. Therefore, we’re able to design and implement a program catered to your needs so you can focus on managing and growing your business.

Clearing and Custody

As a self clearing broker-dealer, we provide the trading tools, safekeeping and clearing services eliminating the necessity for advisors to partner with multiple firms. In doing so, we are able to maintain a higher level of service and provide customized solutions to make your daily tasks less burdensome.

Terra Nova Financial, LLC is a member of the NASD, NFA, SIPC, NYSE Arca, ISE & BOX.

Trading Tools

Terra Nova Financial was one of the first firms to embrace the direct access trading transformation. In doing so, we became recognized as one of the leaders in quality trade execution.

Advisors are provided with both institutional quality trading platforms and browser based trading tools that provide real time streaming quotes, news, analytics, research and the ability to trade in a block account or the individual client accounts.

Client Reporting

Our reporting was designed to seamlessly integrate with our trading, custody and clearing services so you and your clients are provided with accurate web based account viewing and downloading capabilities.

In addition to your account admin functionality, we provide your clients with a personalized login to our Client Center allowing them to view their accounts, positions, monthly statements, tax reports and account history.

Specialized Service Teams

Our advisor service teams understand client-advisor relationships and provide prompt personalized service so you can focus on building your business. We assign you and your colleagues a specific service team to assist with the account opening procedure in order to expedite the transition process as well as provide ongoing support.

In addition to our advisor services teams you will have access to our institutional trade desk for trade execution and investment assistance.

Portfolio Management Systems

Operating state of the art proprietary systems has its advantages. We have the ability to create customized, daily trade data reports in the format required by your preferred portfolio management system or third party administrator. We interface with some of the leading portfolio management systems. For a complete list please, contact us.

Fee Deduction Services

When providing proper documentation, Terra Nova Financial can deduct investment advisory fees from your client’s accounts and credit your firm account on regular intervals.

Pricing

We understand a “one size fits all” commission schedule isn’t conducive for every advisor. Therefore, we provide advisors with the option to choose Transactional or Asset Based Pricing.

Most broker-dealers with execution facilities may not have the capacity to maintain custody and provide trade clearing/settlement services. Our flexible correspondent clearing services can adapt with almost any business model. With Terra Nova Financial, you can be assured that as your partner we can provide you with a wide range of solutions tailored to your business needs so you can produce results. Contact us to discuss your personalized solution.

Clearing Solutions

Choosing a clearing firm should not be an arbitrary process; instead you are seeking out a partner who will provide you with the attention, professionalism and service needed to ensure your business is secure.

Whether it is trade clearing, account custody/maintenance, extensive market access, stock loan or customized data reporting, Terra Nova Financial’s clearing services will provide the final solution to your financial business.

Front Office Solutions

While technological advancements have brought the markets to a more diverse pool of traders, it has also left a divide between the trader and accessible, quality customer service.

Terra Nova Financial has a group of dedicated representatives to provide you with timely and accurate answers to your questions so you can provide the best service possible to your customers. And our 24-hour trading desk stands ready to execute trades and assist you with trade-related questions.

But if your sole focus is growing your business, then leave the customer service to us. Both our trading desk and customer service desk have earned a reputation for creative problem-solving and customized services all through one centralized location. Our professionals not only understand the markets, but also the traders, resulting in high-quality service.

Back Office Solutions

The process of placing a trade all the way through settlement of the trade should be seamless. Terra Nova Financial brings years of back office experience in accommodating high order volumes while delivering customized data reporting. With Terra Nova Financial you and your customers can leverage our expertise and take advantage of:

• Swift execution services.*
• Customized trade reporting.
• Customized business reports.
• Online statements and confirmations.
• Online application with a real-time application status.

Marketing Solutions

First impressions can last. With Terra Nova Broker Services, make sure the first impression you give brings the professionalism that will last.

Our Creative/Web Development team can quickly get your business in front of the financial world with our wide range of services including web design, web hosting, pre-approved letters, marketing materials and business cards.

In addition, for qualified institutions, Terra Nova Financial can create a customized version of our trading platform branded and labeled with your company’s name and logo. This ‘white labeling’ of our trading platform will save you time, money and human capital - all of which you can use to grow your business instead.