ClickIPO for Online Brokerages
The World’s First Turnkey IPO and Secondary Offering Platform for Online Brokerages
The World’s First Turnkey IPO and Secondary Offering Platform for Online Brokerages
What does ClickIPO do for Online Brokerages?
ClickIPO has made it easy for your customers to purchase IPO and Secondary Offering shares using their existing brokerage accounts. The offerings are researched and purchased by your customer through an app. The purchased shares are automatically allocated directly into your customer’s account at your broker dealer. Fully automated. Fully compliant.
ClickIPO Holdings, LLC is the parent company of ClickIPO Securities, LLC, a FINRA registered Broker Dealer.
What does ClickIPO do for Online Brokerages?
ClickIPO has made it easy for your customers to purchase IPO and Secondary Offering shares using their existing brokerage accounts. The offerings are researched and purchased by your customer through an app. The purchased shares are automatically allocated directly into your customer’s account at your broker dealer. Fully automated. Fully compliant.
ClickIPO Holdings, LLC is the parent company of ClickIPO Securities, LLC, a FINRA registered Broker Dealer.

Why integrate with ClickIPO?

ClickIPO is the world’s first industry utility for optimizing retail distribution of public offerings. We have built a platform for Underwriters, Online Brokerages, and Issuers to be able to leverage the benefits of automated retail distribution.
Why integrate with ClickIPO?

ClickIPO is the world’s first industry utility for optimizing retail distribution of public offerings. We have built a platform for Underwriters, Online Brokerages, and Issuers to be able to leverage the benefits of automated retail distribution.
What’s In It for Your Customer?
Access to IPOs and Secondary Offerings
Alert system for offerings (in registration / pricing / timing, etc)
An easy to use app, includes a prospectus research tool and order entry platform
Customer dashboard to monitor order activity and history
Ability to keep their money and shares with your Brokerage
How does it work?
Your brokerage firm distributes the app, which allows your customers to browse IPO and Secondary Offerings.
Your customers then connect their brokerage account to the app to place orders for IPO and Secondary Offerings. We verify account balance via your API.
ClickIPO Securities aggregates your customer orders, along with other brokerages, and places one order with the Underwriter.
ClickIPO Securities then reallocates shares to your Broker Dealer, and our software then allocates shares into your customer accounts.
Broker Dealer Dashboard for tracking data

How does it work?
Broker Dealer Dashboard for tracking data

Your brokerage firm distributes the app, which allows your customers to browse IPO and Secondary Offerings.
Your customers then connect their brokerage account to the app to place orders for IPO and Secondary Offerings. We verify account balance via your API.
ClickIPO Securities aggregates your customer orders, along with other brokerages, and places one order with the Underwriter.
ClickIPO Securities then reallocates shares to your Broker Dealer, and our software then allocates shares into your customer accounts.