{
  "schemaVersion": 1,
  "kind": "professionalServicesFirm",
  "id": "stonex",
  "urls": {
    "html": "/professional-services/stonex.html",
    "json": "/professional-services/stonex.json",
    "markdown": "/professional-services/stonex.md"
  },
  "policy": "Documentation research, not account or execution testing. Research regions do not establish residence eligibility. Requires Verification is an evidence gap, not proof of unavailability. Source conflicts and product/entity qualifications must remain attached to claims. Demo results do not establish live trading performance.",
  "record": {
    "id": "stonex",
    "name": "StoneX",
    "role": "Broker / FCM",
    "entity": "StoneX Financial Inc., FCM Division",
    "scope": "US futures-service documentation; overseas eligibility requires verification.",
    "services": {
      "managedAccounts": {
        "product": "Institutional CTA / SMA clearing service",
        "status": "Documented",
        "summary": "Support CTA block allocation, separately managed accounts and multi-account clearing.",
        "capabilities": [
          "Block allocation",
          "Account and portfolio reporting",
          "Reconciliation and margin-management services"
        ],
        "requirements": "Institutional FCM onboarding and approval for the intended managed-account structure.",
        "limitations": "Current allocation algorithms and manager-demo access require verification. Older Allocation Block Manager documents are not treated as current platform specifications.",
        "sources": [
          "stone-clients",
          "stone-entity"
        ],
        "evaluation": {
          "kind": "Requires Verification",
          "note": "A manager-specific demo or software evaluation has not been established. A retail demo does not establish access to these functions."
        },
        "accountingScope": null,
        "checked": "2026-10-14",
        "tested": false
      },
      "fundAccounting": {
        "status": "Requires Verification",
        "summary": "Pooled-fund accounting has not been established for this provider in the reviewed research.",
        "limitations": "This is an evidence gap, not a finding that the service is unavailable.",
        "sources": [],
        "checked": "2026-10-14",
        "tested": false
      }
    }
  },
  "sources": {
    "stone-clients": {
      "title": "StoneX — institutional futures clients",
      "url": "https://www.stonex.com/en-us/business/futures/clients/",
      "checked": "2026-10-14"
    },
    "stone-entity": {
      "title": "StoneX — US futures services",
      "url": "https://www.stonex.com/en-us/business/futures/",
      "checked": "2026-10-14"
    }
  }
}