Integration with Wealth2B's APIs allows your platform to open segregated investment accounts for users using their existing information and documentation, ensuring security and regulatory compliance. These accounts are individually protected by SIPC up to $500,000.

Access to Instruments: Users complete an interactive questionnaire to determine their risk tolerance, allowing for the customization of accessible instruments according to their profile.

Freedom to Operate: Once users have access to specific instruments, they have the freedom to buy and sell in real-time, including fractional shares, and clients are fully responsible for their investment decisions.

Regulatory Limitations: U.S. regulatory limitations apply, including the Day Trading Pattern Rule, which requires a minimum account balance of USD 25,000 for more than four "day trades" within five business days.

If performance falls below an internal benchmark, Wealth2B automatically generates alerts or recommendations. These suggestions do not restrict trading activities, and clients remain fully responsible for their investment decisions.

Active Monitoring: The platform continuously tracks portfolio performance, comparing it to benchmarks such as the "W2B Index."

Data-Driven Recommendations: Automated analysis generates real-time recommendations to enhance trading strategies based on performance metrics.

Recommendation Frequency: Users receive quarterly notifications highlighting performance metrics, including comparisons with passive investment strategies.