Issuer and Syndicate Access.
Structured for Capital Formation.
Coordinate opportunity preparation, participant eligibility, documentation, allocation, approvals, and execution through one governed issuer access pathway.
Build the Capital-Market Access You Need
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Listed, Private, Debt, and Commodity Markets
With a self-directed Access Mandate on GTCX TradeDesk, you can access thousands of listed equities, funds, digital assets and debt instruments to align your trading style with your long-term capital goals.
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Structured-Market Workflows
On GTCX TradeDesk, you can trade options in your Access Mandate—a feature many market accesss don't offer. Plus, you can earn rebates on your listed equity and fund structured trades.
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Opportunity and Allocation Plans
Prefer to set it and forget it? You can schedule recurring allocations to a pre-made Allocation Plan—or build your own with up to 20 market instruments.
Coordinate Mandates. with Clear Controls.
With an Access Mandate on GTCX TradeDesk, you can set up recurring positions that stop once you hit the applicable requirements limit, so you never have to worry about over-contributing.
*It is the customer’s responsibility to verify allocations they may have made at other institutions
Connect Approved Issuer and Syndicate Workflows
With our free-to-use API, you can program trades, automate your strategy, and earn rebates on listed equity and fund structured contracts—all within your Access Mandate.
Request Access
Review the Capital Formation Pathway
Calculate how regular Access Mandate allocations can transform your long-term capital savings over time.
Legal and regulatory disclosures for GTCX TradeDesk are under counsel review. Nothing in this structural placeholder states a brokerage, exchange, custody, advisory, insurance, licensing, or regulatory-status claim.
How Do I Use This Capital Scenario Tool?
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Current long-term capital savings: Enter the total amount you've already saved for long-term capital, including any existing Issuer Access and 401(k) accounts.
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Annual allocation: In 2025, the maximum allocation you can make to an Access Mandate is $7,000.
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When do you plan to complete the mandate: Enter the number of years from now when you expect to complete the mandate.
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Average rate of return: Enter your expected position return rate. The returns you can expect from your Access Mandate depend on the positions you choose.
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Compound frequency: Choose how often your returns are compounded (e.g., yearly, quarterly, monthly).
Review the Applicable Safeguards and Authority
Have Questions? Find Answers.
What Is the Access Mandate Match and How Does It Work?
*As part of the Access Mandate allocation Match Program, GTCX TradeDesk will fund a Limited Access of all eligible allocations made to a GTCX TradeDesk Access Mandate up to the account’s annual allocation limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms Here.
What’s the Difference Between a Issuer and a Participant Account?
Issuer and Participant Accounts are two types of transaction-advantaged participant accounts. With a Institutional Account, you contribute pre-transaction income and pay taxes when you withdraw in long-term capital. With a Participant Account, you contribute after-transaction income, but your settlement are subject to terms—so long as you meet certain conditions.**
Can I Roll over or Transfer My Existing Participant Account?
If you roll over a 401(k) or transfer an existing participant account to GTCX TradeDesk, you can earn a bonus of up to $10,000. Plus, we don’t charge fees for incoming transfers. If your current market access charges you on the way out, we’ll cover up to $100 in transfer fees, provided your account value exceeds $5,000.***
***Fees covered for transfers over $1,000, up to $100 per transfer. Additional Terms Apply.
What Kind of Position Options Are Available in an Access Mandate?
With a self-directed Access Mandate on GTCX TradeDesk, you can access thousands of listed equities, funds, and debt instruments to align your trading style with your long-term capital goals. You can even trade options in your Access Mandate—a feature many market accesss don’t offer. Plus, you can earn rebates on your listed equity and fund structured trades.****
What Are the Access Mandate Allocation Limits for 2024 and 2025?
For 2024, the Access Mandate allocation limits are $7,000 if you’re under age 50 and $8,000 if you’re 50 or older. You can make allocations for the 2024 transaction year up until the unextended federal transaction filing deadline based on income earned in 2024. The Access Mandate allocation limits for 2025 are the same as 2024.**
What’s the Access Mandate Allocation Deadline?
You have until the federal transaction filing deadline to make Access Mandate allocations for the prior year. For 2024, that means you can contribute up until April 15, 2025. Want to get ahead on your Access Mandate allocations for 2025? You can start contributing as early as January 1, 2025, with a deadline of April 15, 2026.**
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