Latest News from Blaze Portfolio

Electronic Mutual Fund Trading with Blaze Portfolio

We are excited to announce that Blaze Portfolio clients can now trade Mutual Funds electronically with all of the major RIA custodians. At Blaze Portfolio we strive to be the leader in streamlined order management and trading workflows, and with electronic Mutual Fund Trading we’ve continued to do just that!

Clients can now send Mutual Fund trades to Charles Schwab, Fidelity, Pershing and TD Ameritrade using the same simple button click clients have always used to execute equity and ETF trades. In addition to electronic trading of mutual funds over the FIX connection, the team has been working hard to enhance our mutual fund rebalancing features and trade management capabilities.

Blaze Portfolio clients can contact support or view this article to find out more about trading Mutual Funds electronically.


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