TradeView Opening Instructions

If you have any questions or need assistance send a message or contact me

1) To Open an Account Online

1.1) Open An Individual Account Online
___  Joint Account Agreement
____Agent/Trade Desk: Michael Lombardo
____Broker Number: 211790
Introducing Broker/Advisor: Asset Investment Management
____Platform: Rhino Trader, not necessary with ATA’s
____Subscription: not necessary with ATA’s

1.2) Limited Power of Attorney for ATA’s
_____Authorize: Asset Investment Management

1.3) Incentive and Clearing Terms Agreement

1.4) ATA Advisory & Risk Control Agreement

1.5) Funding Instructions

___1.6) One of the following documents identifying the Client
________Copy of a valid passport
________Copy of a current Governmental identification card
________Copy of a valid driving license

1.7) One of the following for confirmation of residential address:
____Copy of a utility bill (electricity or gas)
____Copy of a bank statement from a recognized bank
____Copy of a credit card statement with residence
____Copy of lease agreement

2) Entities that can be accommodated

Please complete this form and we’ll send the application & instructions

Corporate with shares in Registered form
Corporate with shares in Bearer form
Private enterprise
Credit Institution
Investment firm which provide investment services to clients
Other authorized or regulated financial firms
Insurance companies
UCITS and their management companies
Pension Fund and management companies of such funds
Commodity and commodity derivatives dealers
Non-commercial unions, societies, clubs, provident funds and charities
Unincorporated businesses, partnerships
Central Banks
Supranational organizations

3) Institutional Services

4.1) Multi Account Manager (MAM) software
4.2) MetaTrader 4 Bridge
4.2) Omnibus Partnership
4.3) FIX API, Financial Information Exchange
4.4) Clearing and liquidity

4) Capabilities

One account enables you to trade Futures, Stocks and Forex with direct access to the following exchanges.

Exchanges Exchange location
BATS Options USA
BME (Madrid Stock Exchange) Spain
BOX (Boston Options Exchange) USA
CBOE (Chicago Board Options Exchange) USA
CBOT (Chicago Board of Trade) USA
CME (Chicago Mercantile Exchange) USA
CSE (OMX Copenhagen) Denmark
EURONEXT Amsterdam The Netherlands
EURONEXT Brussels Belgium
EURONEXT Lisbon Portugal
EURONEXT Paris France
FSE (Frankfurt Stock Exchange) Germany
HKEx (Hong Kong Exchanges) Hong Kong
HSE (OMX Helsinki) Finland
ISE (International Securities Exchange) USA
LSE (London Stock Exchange) UK
MEX (Mexican Stock Exchange) Mexico
MIL (Milan Stock Exchange) Italy
MOEX (Moscow Exchange) Russia
NASDAQ Options Market USA
NYMEX (New York Mercantile Exchange) USA
NYSE (New York Stock Exchange) USA
OSE (Oslo Stock Exchange) Norway
PHLX (Philadelphia Stock Exchange) USA
SET (Stock Exchanges of Thailand) Thailand
SIX (Swiss Exchange) Switzerland
SSE (OMX Stockholm) Sweden
TSE (Tokyo Stock Exchange) Japan
TSE (Toronto Stock Exchange) Canada
TSX (Toronto Venture Exchange) Canada
UE (Ukrainian Exchange) Ukraine
VIE (Vienna Stock Exchange) Austria


5) Multiple Account Trading Platform

  • Direct Market Access to multiple market destinations for high speed order execution and validation without compromising latency.
  • Enables the ability to place real-time orders to Equity, Futures and Forex Markets via secured order entry connections in which all multiple accounts are transmitted to executing firms in one master account.
  • Automatically transmit, receive and cancel advanced order types, execution reports, order status, positions, liquidity flags, account balances
  • Order by Order checks for Maximum Price Discrepancy, Order Throttle and Duplicate Orders
  • Enables Mass Order Cancellation
  • Order and risk tools for a financial institutions to send its omnibus orders to its broker’s or clearing firm’s execution and risk management platform.
  • Provides the controller of the master account the ability to monitor all transactions of the sub accounts
  • Monitors and applies all pre-trade risk management
  • Offers a post trade reporting tool integrated to properly record trading historical information and portfolio management.
  • Supports Multiple Monitors
  • Register here for more information

6) Rhino Trader 4.0

  • HTML browser-based platform
  • Hybrid Order Ticket (H.O.T.)
  • Quote Board (Quote Spreadsheet)
  • Contemporary data visualization
  • News Feed
  • Customizable Interface
  • Market Data
  • RTD Support for delivering market data to Microsoft Excel
  • Multi-Language: English, Chinese, Japanese, Russian, Turkish
  • More on
  • Demo Account

7) MetaTrader 5

  • Multi-functional platform
  • Technical analysis tools
  • One-click trading capability
  • Algorithmic trading
  • Trading alerts
  • “Market Place”
  • Virtual hosting
  • Advanced market depth and real-time quotes
  • More on MetaTrader
  • Demo Account

8) Sterling Trader Pro

  • One of the leading direct-access trading platforms
  • Ideal for the advanced trader
  • Robust options tools
  • Real-time market analysis
  • Real-time market data
  • Advanced charting with over 60 configurable studies
  • More on Sterling Trader
  • Demo Account

9) Mobile Applications

  • Available for iPad, iPod Touch, Android and Windows Phone 7
  • Real-time quotes and account balance
  • Customizable charts and indicators
  • Easy order entry and modification capability
  • One-click adjustment capability
  • Search and browse tools
  • Watchlist
  • Price alerts
  • Setup default order settings per contract
  • Fractional quotes support
  • Twitter integration

If you have any questions or need assistance send a message or contact me

Peter Knight


Published by

Asset Investment Management

Family Office, Advisors