Overview
Allio provides access to buy and sell stocks and ETFs through any investment account if you are a client. This allows clients to invest in companies listed on major U.S. exchanges (NYSE, NASDAQ, AMEX) and a wide range of ETF investment products.
Whether clients are interested in a Dynamic Macro Portfolio or a Managed Portfolios, the Allio app makes it easy to buy and sell both stocks and ETFs to build your investment strategy.
What Can Be Traded
Stocks
Companies listed on major U.S. stock exchanges
Examples:
NYSE: Apple (AAPL), Microsoft (MSFT)
NASDAQ: Amazon (AMZN), Tesla (TSLA)
Access to a wide range of market capitalizations
Large-cap: Johnson & Johnson (JNJ), Visa (V)
Mid-cap: Caesars Entertainment (CZR), Pinterest (PINS)
Small-cap: Coursera (COUR), Brightcove (BCOV)
Domestic and international companies listed in the U.S.
Domestic: Netflix (NFLX), Disney (DIS)
International ADRs: Alibaba (BABA), Toyota (TM)
ETFs
Popular index funds
S&P 500: SPDR S&P 500 ETF (SPY)
Total Market: Vanguard Total Stock Market ETF (VTI)
International: Vanguard FTSE Developed Markets ETF (VEA)
Sector-specific ETFs
Technology
Materials
Energy
Healthcare
Financials
Consumer Discretionary
Consumer Staples
Communications
Industrials
Utilities
Thematic ETFs
Lithium & Battery Tech
Space Exploration & Innovation
Clean Energy
Genomic Revolution
Robotics & AI
Blockchain
Solar
Wind Energy
Rare Earth/Strategic Metals
Cloud Computing
Trading Requirements and Limitations
Minimum Investment: $500 minimum deposit required to open a portfolio and begin trading
Settlement Period: Funds must settle in your portfolio before a new trade can be submitted
This may take 3-9 business days
Pattern Day Trading Restrictions **
Market Hours: Trading is available during regular market hours
Note: market hours are open from 9:30am ET to 4pm ET during regular business days (Monday through Friday, except holidays).
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