Institutional Solutions

Advanced technology backed by exceptional customer service.1

Let the optionsXpress Institutional Solutions team work one-on-one with your firm to develop a tailor-made package that meets your needs.

As an institutional customer, you’ll have access to a sophisticated trading platform, live and immediate help delivered by our Institutional Execution Desk and an extensive suite of advanced trading tools.

We offer portfolio margining, futures trading, a competitive price structure and much more.

Custom designed solutions include:
  • Powerful options trading platform
  • Direct access to our Institutional Execution Desk for fast, accurate execution of your firm’s trades
  • Futures trading
  • Portfolio Margining
  • A client-focused team committed to your firm
  • Access to our education team for information and lessons in options strategies and more
  • Evaluation tools for stocks and options
The following organizations/individuals qualify for Institutional Solutions though optionsXpress:
  • Broker-dealer
  • Hedge Fund
  • Fund Administrator
  • Financial Institution
  • Family Office
  • Pension
  • Proprietary Trading Company

Find a fit with optionsXpress Institutional Solutions.

For more information please contact:
Marty McDonagh
(P) 312-267-6688
mmcdonagh@optionsXpress.com

1 Barron’s, March 15, 2010, 15th annual survey, Rating Online Brokers. optionsXpress awarded 4.0 stars out of 5 in overall ratings , which refers to our U.S. website. Overall ratings based on Usability, Trade Experience, Trading Technology, Range of Offerings, Research Amenities, Portfolio Analysis & Report, Customer Service & Access, and Costs. optionsXpress rated 4+ stars 2002-2010. Barron's is a registered trademark of Dow Jones & Company, Inc. © 2010.