ClickIPO for Online Brokerages

Get turnkey access to IPO and Secondary Offerings

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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.

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Increase Revenue

ClickIPO’s revenue sharing offers higher commissions per trade.

You keep all sell-side commissions too.

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Attract Customers

Attract new customers by offering IPO and Secondary Offerings. ClickIPO refers new customers to you, when they download the app, through our New Customer Referral Program. We do not have or open any customer accounts, but instead refer them to you. We don’t compete with our broker dealer partners.
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Start Immediately

We leverage your existing APIs, so integration is simple. No tech lift required.

Enjoy ClickIPO’s fully compliant app, dashboard, and reporting system.

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.

null

Increase Revenue

ClickIPO’s revenue sharing offers higher commissions per trade.

You keep all sell-side commissions too.

null

Attract Customers

Attract new customers by offering IPO and Secondary Offerings. ClickIPO refers new customers to you, when they download the app, through our New Customer Referral Program. We do not have or open any customer accounts, but instead refer them to you. We don’t compete with our broker dealer partners.
null

Start Immediately

We leverage your existing APIs, so integration is simple. No tech lift required.

Enjoy ClickIPO’s fully compliant app, dashboard, and reporting system.

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?

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    Your brokerage firm distributes the app, which allows your customers to browse IPO and Secondary Offerings.

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    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.

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    ClickIPO Securities aggregates your customer orders, along with other brokerages, and places one order with the Underwriter.

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    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

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    Your brokerage firm distributes the app, which allows your customers to browse IPO and Secondary Offerings.

  • null

    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.

  • null

    ClickIPO Securities aggregates your customer orders, along with other brokerages, and places one order with the Underwriter.

  • null

    ClickIPO Securities then reallocates shares to your Broker Dealer, and our software then allocates shares into your customer accounts.

Partner with ClickIPO

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