Getting Started
All you need is:
- Your contact information
- Your email address
- A void check
- Access to a printer
- Access to a fax machine or scanner
bps is committed to the security and integrity of your money and personal information. Broker Processing Service uses the latest technology to ensure a safe environment to transfer your funds.
Sign up with BPS by using a sign up link. If you do not have a link, please send us a message at admin@bpsaccount.com stating the firm that you work with, and we will send you a sign up link.
Congratulations! You have made your first steps to securely and conveniently transfer your money with bps . Once your bps account has been confirmed you will be able to access your money anywhere at anytime. For help please follow these steps:
To open an Client Account:
An investor who buys and sells securities/investments for their personal or corporate account.
- Once at the sign up form
- Enter your information in the appropriate fields. Please note the following:
- Bank RTA/ABA Number is a required field for verification of your registered bank account (for help please click on RTA Help)
- Click Sign Up
- Go to your email account to retrieve your BPS Customer ID number, Username and temporary password information
- Go to https://secure.bpsaccount.com (this our secure site for managing your account)
- Enter your Username, temporary Password, and security question
- Click Login
- You will automatically have to update your temporary password
- Click Confirm Password
- You now will follow the steps to validate your banking information.
Congratulations! You have completed your registration with
bps. Once your
bps account has been confirmed you will be able to instantly transfer investment funds from your personal registered bank account to your Brokerage firm account, from anywhere, anytime.
Getting Started for Brokers/Clearing firms
Brokers/Clearing firms handle the confirmation, settlement and delivery of transactions, fulfilling the main obligation of ensuring transactions are made in a prompt and efficient manner. Also referred to as "clearing houses".
To create an account with bps click on the Brokers/ Clearing button for a new Firm account. Once your firm information has been submitted, a bps account representative will contact you to discuss the Payment Processing Services Agreement.
Getting Started for Brokers (Non-Clearing)
Non-Clearing Brokers or Referring Brokers are brokers or agents who execute orders on behalf of clients, but use a third party clearing firm.
To create an account with bps click on the Brokers Non-Clearing button to request a new Non-Clearing account. Once your firm information has been submitted, a bps account representative will contact you to discuss the Payment Processing Services Agreement.