Client Services

Dedicated client service representatives work with customers for:

• trade break resolution
• cash settlement
• commission and fee issues
• delivery notification and management of delivery
• futures and option expiration notification
• exercise and assignment notification
• balancing issues
• top day trade checkout via trade matching tools
• cash balance conversions

In addition, we have put together specialized teams to assist the customer on-boarding process. This helps to ensure an efficient, coordinated integration of new clients into Newedge.