Why TradeProxy?

TradeProxy is the first Advisor Guided, Investor Minded, Self Directed digital Investment Platform.

Easy to use

TradeProxy can get you investing! TradeProxy is both sophisticated and simple to use.

Professional Portfolio Management

All of TradeProxy's portfolios are professionally managed by the Proxy Wealth Management Investment team.

Cost Efficient

TradeProxy charges a management fee based on assets under management.

access to the pros

TradeProxy has a team of Fiduciary Advisors on call and available to help you address any financial needs.


Most frequent questions and answers

TradeProxy is a personal finance tool that simplifies investing and provides an intelligent alternative to individual investing and stock picking. TradeProxy makes it easier and more affordable to build wealth and achieve financial goals.

TradeProxy can give you everything you need to build wealth for any goal or time horizon. Here’s how Trade Proxy works.

  1. Answer a few questions.
    These help us understand your financial goals and provide useful, specific advice for things like risk tolerance, investment objectives and time horizon.

  2. Open an account.
    Once you create your secured login and password you will always have access to your investments via a personal brokerage account at Interactive Brokers.

  3. Deposit money to TradeProxy.
    You can deposit money to TradeProxy via Bank ACH or Wire Transfer.  This can be done via one time deposits or systematically with a scheduled investment plan.

  4. Pick your Portfolios.
    TradeProxy offers a robust mix of professionally managed investment strategies. These funds are proprietary investment strategies available exclusively through TradeProxy.

  5. Track and Build.
    Once your account is funded, it is time to track your progress and build your wealth. TradeProxy offers a personalized website for each member to access real time information at any time including tools to moves assets as needed, quickly and without cost. We also offer portfolio reviews as requested to help each member maximize the probability of your financial success. 

TradeProxy charges a management fee based on assets under management.

Yes. From your investments to your cash, you can feel confident in the security of your money on TradeProxy and its custodian Interactive Brokers (IB).

  • TradeProxy powered by Proxy Financial is a registered investment advisor with the US Securities and Exchange Commission (SEC).
  • TradeProxy requires a Fiduciary standard on each and every member investor account ensuring the member is always put first.
  • TradeProxy and IB uses cutting-edge security features.
  • TradeProxy and IB work to keep your personal information safe and secure.

TradeProxy is on a mission to empower individuals to build wealth. We believe every financial decision is an investment in your future—that’s why our tools and portfolios are designed to help people achieve greater financial freedom through smart, methodical investment decisions. 

Unlike a lot of other financial companies, we’re here to help you build healthy financial habits, hit your money goals, and remove long-standing barriers to building your wealth.

TradeProxy is Financial Services Done Better.

More Questions?

Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.