# StoneX

Broker / FCM. Managed Accounts and Fund Accounting are assessed independently.

Reference page: /professional-services/stonex.html

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

## Contractual role

Broker / FCM

## Legal entity

StoneX Financial Inc., FCM Division

## Scope

US futures-service documentation; overseas eligibility requires verification.

## services

### managed Accounts

#### Product

Institutional CTA / SMA clearing service

#### Evidence status

Documented

#### Summary

Support CTA block allocation, separately managed accounts and multi-account clearing.

#### Documented 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.

#### Supporting sources

- [StoneX — institutional futures clients](<https://www.stonex.com/en-us/business/futures/clients/>) — source ID: stone-clients
- [StoneX — US futures services](<https://www.stonex.com/en-us/business/futures/>) — source ID: stone-entity

#### Evaluation access

##### Route type

Requires Verification

##### Notes and remaining checks

A manager-specific demo or software evaluation has not been established. A retail demo does not establish access to these functions.

#### Accounting scope

Requires Verification

#### Research checked

2026-10-14

#### Testing status

Not tested

### fund Accounting

#### Evidence 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.

#### Supporting sources

No supporting source recorded for this field.

#### Research checked

2026-10-14

#### Testing status

Not tested

## Official sources

### StoneX — institutional futures clients

Source ID: stone-clients

https://www.stonex.com/en-us/business/futures/clients/

#### Research checked

2026-10-14

### StoneX — US futures services

Source ID: stone-entity

https://www.stonex.com/en-us/business/futures/

#### Research checked

2026-10-14