Your First Step • Institutional Brokerage & Fixed Income

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Institutional Execution. Protected Yield.

Establish an individual, joint, entity, trust, or retirement account with CleverAlpha Securities DBA Velocity Capital LLC (Member FINRA/SIPC).

Most Popular • Self-Directed

Individual Brokerage

Full-service taxable brokerage account with direct market equity and options execution, browser ticketing (CA Ticket), and automated tax lot tracking.

  • Margin Facility: Reg-T • Portfolio Margin
  • Commission: $0.00 Equities & ETFs
  • Clearing / Custody: DTC Book-Entry • SIPC
Joint Ownership

Joint Brokerage (WROS)

Joint account with rights of survivorship for spouses, partners, or co-investors sharing portfolio management and cash reserves.

  • Ownership: Joint With Rights of Survivorship
  • Cash Yield: CDexplorer Wholesale Access
  • Protections: SIPC • Multi-Bank FDIC
Active Derivatives

Active Quant & Options

Specialized derivatives account with multi-leg scenario builder, gold earnings event expirations, and programmatic FIX 4.4 / Python API access.

  • Options Levels: Level 1 – 4 Approval
  • API Protocols: FIX 4.4 • WebSockets
  • Routing: Sub-12ms Smart Venue DMA
CDexplorer Wholesale

FDIC Brokered CD Ladder

Deploy working capital into wholesale new-issue CDs across 500+ commercial banks at 100.00 par with zero dealer markup and automated multi-charter laddering.

  • Par Value: 100.00 Par (No Markup)
  • FDIC Capacity: $5M+ Multi-Bank Insurance
  • Secondary Market: Daily Liquidity Access
Corporate & Entity

Treasury Reserve Desk

Engineered for businesses, banks, and credit unions managing balance sheet reserves requiring maximum FDIC coverage and rolling monthly cash flow.

  • Account Scale: $1M – $50M+ Capacity
  • Tax Reporting: Consolidated 1099-INT
  • Issuers: 500+ FDIC Charters & Credit
Sovereign Debt

US Treasuries & Agencies

Direct wholesale access to Treasury Bills, Notes, Bonds, and Federal Agency debt with exempt state tax treatment and institutional clearing.

  • Maturity Range: 4 Weeks – 30 Years
  • Tax Status: State & Local Tax Exempt
  • Settlement: Fedwire • DTC Book-Entry
Tax-Deferred Compounding

Traditional IRA

Pre-tax retirement savings with tax-deferred growth. Deploy into equities, ETFs, covered options, and high-yielding FDIC brokered CDs.

  • Tax Advantage: Pre-Tax Deductible Contributions
  • Investments: Equities • Options • CDs
  • Rollovers: 401(k) / 403(b) Rollover Eligible
Tax-Free Growth

Roth IRA

Contribute after-tax dollars to enjoy 100% tax-free growth and tax-free qualified withdrawals in retirement. No required minimum distributions (RMDs).

  • Withdrawals: Tax-Free Qualified Distributions
  • RMDs: No Lifetime RMD Mandate
  • Backdoor Roth: Conversion Support Available
Small Business & Solo

SEP IRA

Simplified Employee Pension IRA for self-employed professionals, partners, and small business owners with higher contribution allowances.

  • Contribution Cap: Up to 25% of Comp / $69,000+
  • Administration: Zero Complicated Form 5500
  • Funding: Flexible Employer Contributions
Operating Entities

Corporate & LLC Account

Institutional brokerage accounts for C-Corporations, S-Corporations, LLCs, and partnerships. Dedicated corporate onboarding documentation.

  • Entity Types: LLC, C-Corp, S-Corp, LP
  • Signers: Multi-Authorized Officer Access
  • Treasury Yield: Direct CDexplorer Par Pricing
Fiduciary Planning

Trust Account

Revocable and irrevocable trust accounts managed in accordance with trust agreements. Seamless trustee execution and estate wealth succession.

  • Trust Types: Revocable • Irrevocable Trusts
  • Trustees: Individual & Corporate Trustees
  • Asset Protection: Segregated Fiduciary Custody
Wealth Managers

RIA Master Account

Institutional trading and fixed income access for Registered Investment Advisors managing client sub-accounts with consolidated billing and reporting.

  • Sub-Accounts: Multi-Client Allocation
  • Ladder Allocator: Bulk CD Block Orders
  • Platform: Single Consolidated Desk
In-Kind • Tax-Free

ACATS Brokerage Transfer

Transfer your existing stocks, ETFs, options, and fixed income in-kind from Schwab, Fidelity, E*TRADE, Interactive Brokers, or any US brokerage.

  • Tax Impact: $0 (In-Kind • No Liquidation)
  • Timeline: 3 – 5 Business Days Typically
  • Cost Basis: Automated CBRS Basis History
Retirement Rollover

401(k) / 403(b) Rollover

Consolidate employer plan retirement assets into a self-directed CleverAlpha IRA without tax withholding or early distribution penalties.

  • Direct Rollover: Trustee-to-Trustee Direct
  • Penalty: 100% Penalty-Free • Nontaxable
  • Support: Dedicated Rollover Concierge
Bank Cash Sweeps

Bank Wire & ACH Funding

Fund new accounts directly via standard ACH transfer or same-day Fedwire for immediate deployment into wholesale CDs or active execution.

  • Fedwire: Same-Day Settlement • No Limit
  • ACH Transfer: Free Electronic Bank Transfer
  • DTC Settlement: Direct Clearing Facility