Introducing Broker Solutions
Full brokerage infrastructure under one relationship. Launch and scale trading with integrated clearing, custody, reporting, billing, and operational support, while retaining control of your brand, client experience, and economics.
The Webull Advantage
Dual Clearing Models
Support fully disclosed or omnibus clearing based on your operating structure.
Control Stays With You
Retain ownership of your branding, service model, and revenue structure.
Operations Handled End-to-End
Offload core brokerage operations, including clearing, custody, reporting, billing, and support.
Flexibility without Lock-In
Scale with flexible service and no restrictive commitments.
One Partner Solution
Access trading, clearing, custody, reporting, and billing through one integrated relationship.
Trading & Markets
Broad Market Access
Stocks, ETFs, listed options, and OTC, with defined roadmap for expansion.
Extended Hours
Enable trading outside standard market hours, including pre-market and after-hours sessions.
Smart Order Routing
Optimize order routing to support efficient, high-quality execution.
Institutional Back-end
Account Structure for Scale
Flexible Accounts: Support master-sub hierarchies, asset segregation, and multi-currency wallet structures.
Unified Coverage: For retail, institutional, and advisor accounts through one introducing broker relationship.
Simple Operations: Simplify supervision, reporting, and growth across account types.
Ops, Funding & Onboarding
Streamlined Onboarding: With digital account opening, integrated KYC and AML checks, and configurable approval workflows.
Comprehensive Funding Access: Across wires, ACH, internal journals, and ACATs transfers for seamless asset movement.
Automated Corporate Actions: That reduce manual workload through processing, reconciliation, and exception handling.
Operational Efficiency: That limits manual intervention so teams can focus on client service and growth.
Risk & Compliance
Risk Controls You Can Configure: Across margin, concentration, credit, and product limits at the relationship level.
Pre-trade and Post-trade Oversight: With checks, surveillance, and audit trails built into the workflow.
Controls Aligned to Your Framework: So risk parameters can reflect your appetite, policies, and regulatory obligations.
Audit-ready Compliance Support: With accessible evidence that reduces manual review and operational burden.
Reporting & Billing
Standardized Data Delivery: With daily activity files, position files, and customizable feeds for downstream systems.
Pricing Models That Fit Your Business: Across commission and fee structures aligned to your revenue strategy.
Automated Document Workflows: That streamline generation and delivery while preserving brand consistency.
Technology & Connectivity
Fully brandable desktop, web, and mobile platforms for retail and professional clients.
Offers Trading, Market Data, and Broker/Back-Office APIs for building custom front ends.
Provides a single interface for onboarding, approvals, limits, reporting, and support tickets.
Enables business growth without proportional increases in operational headcount.
