Private labeled with your company name & logo

• Vital for every B/D conducting direct (aka “Check and App”) activity
• Customers want their account values on a single, clear statement – now you provide it!
• Save hours wasted manually assembling account values
• Provides data needed for meaningful compliance suitability and surveillance

Equalizer retrieves available data feeds (including DST, DAZL, TDAmeritrade, Southwest Securities, and more) to keep your Customer account values updated daily.