Democratizing Financial Advice: TradePMR Launches Asset Match for RIAs*

With a 50 bps match on eligible deposits, RIAs gain a powerful new tool to help win and keep clients.

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For years, retail investors have enjoyed cash bonuses, account credits, and other perks to get them to switch financial services providers. 

Independent RIAs? Not so much. That changes today.

With the launch of Asset Match, TradePMR and Robinhood are introducing what we believe to be an industry-first program: a 50 basis point (0.50%) cash match on all eligible deposits into TradePMR accounts.

“Independent RIAs have never had access to incentives like this,” said Robb Baldwin, Founder and General Manager of TradePMR. “With Asset Match, we’re giving advisors a powerful new tool to attract clients and reward them for growing with their firm.”

“Robinhood was built to democratize finance for all, and we’re thrilled to expand that mission to advisors,” said Steve Quirk, Chief Brokerage Officer, Robinhood Markets. “We want TradePMR advisors to know a simple truth: we aim to support them, not compete with them.”

Moving assets to TradePMR has never been easier. With digital account opening, integrations with leading CRMs, and the AI-powered Transition Assistant in TradePMR’s Fusion platform, RIAs can quickly and efficiently transition accounts with confidence.

The Asset Match program is available from October 1, 2025, through March 31, 2026.

Ready to bring Asset Match to your clients?

 Asset Match Playbook, Asset Match Client Brochure.

About TradePMR

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors’ operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.

TradePMR is a subsidiary of Robinhood Markets, Inc. 

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