Clear Street — Modernizing the brokerage ecosystem
Quick links
Family Offices
One real‑time platform for clearing, custody, financing and multi‑asset trading. Reporting that empowers decision-making, flexible trading solutions that scale up or down with anonymity and our FCM for futures and options… We are just getting started.
Helping Family Offices Scale
Family Offices often combine wealth management with active trading – across multiple brokers, asset types and entities – while keeping staff light and decision cycles fast. They need one account view, institutional leverage and clean reporting for principals, plus discretion on sensitive flow. Clear Street delivers by unifying execution, clearing and financing on a single, real-time ledger.
~$16bn
customer balances
~$28.4bn
notional / day
99.5%
client retention
99.95%
uptime
~700
institutional clients
The Clear Street Difference
01234
Unified Account
Real-time visibility into positions, P&L and intraday margin across equities, options and futures on one ledger with high STP and reliable uptime.
Discretion & Privacy
Shift from electronic to high-touch or outsourced models for blocks and special situations while maintaining anonymity.
Portfolio Financing
Portfolio margin and access to repo/stock loan on the same rails as execution and clearing.
Reporting for Principals
Consolidated statements, exportable routing detail and audit trails aligned to oversight needs.
- 0 1
Unified Account
Real-time visibility into positions, P&L and intraday margin across equities, options and futures on one ledger with high STP and reliable uptime.
- 0 2
Discretion & Privacy
Shift from electronic to high-touch or outsourced models for blocks and special situations while maintaining anonymity.
- 0 3
Portfolio Financing
Portfolio margin and access to repo/stock loan on the same rails as execution and clearing.
- 0 4
Reporting for Principals
Consolidated statements, exportable routing detail and audit trails aligned to oversight needs.
Key Services for Family Offices
Institutional-grade building blocks for Family Offices that want partner consolidation, leverage and oversight – connected through a unified platform.
Clearing
Portfolio Margin & Risk
Outsourced Trading
Business Consulting
Derivatives
Low-Touch Trading
High-Touch Trading
Common questions
Simple answers
How do I open an account with Clear Street?
Prospective clients can get in touch with our sales and onboarding team via our Contact page. A representative will reach out to discuss your execution, financing and clearing needs.
What makes Clear Street different?
Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.
We give our clients the technology, tools and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow.
Can we consolidate activity into a single account structure?
Yes. We provide a single, multi-asset account with unified books and records so positions, P&L and margin are visible in real time across asset classes.
Do you support discretion or anonymity for sensitive trades?
Yes. You can switch between electronic, high-touch and outsourced trading models, maintaining anonymity while the same rails handle post-trade and reporting.
What reporting will principals receive?
Consolidated statements, routing detail, allocations and margin are exportable on demand or on schedule for oversight and board-level materials.
