Covered Call Overlay, Built for Advisors.
Pricing is tailored to each firm — contact us to discuss enrollment terms for your accounts.
Three steps to enrollment
Request Pricing
Fill out the form below or call us at 773-430-3534. Tell us about your firm and the accounts you are considering.
Review Terms
We walk through the overlay programs, confirm custodian compatibility, and present pricing terms specific to your firm before any agreement is signed.
Enroll
Execute the overlay agreement and connect your accounts. The overlay goes live within one to two business days of account connection.
Choose your overlay program
Standard (Growth)
Maximizes premium income. If positions are called away, that is fine. You keep the premium.
Tax-Alpha
Preserve Equities mode avoids assignment while generating short-term losses reported on your 1099-B. Tax treatment depends on the account and wash sale rules — consult a qualified tax adviser.
Full overlay, every account
Is your account eligible?
100 shares minimum per position
Covered calls are written in 100 share contracts. Smaller positions are excluded automatically.
Custodian compatibility confirmed
Not every custodian is supported yet. We confirm compatibility with your specific account before any agreement is signed.
Option active equities or ETFs
Higher implied volatility means more premium. Illiquid positions may generate little or no yield.
Get pricing for your firm
Call us at 773-430-3534 or fill out the form below and we will follow up within one business day.
Contact UsCommon questions
See the full FAQ page for more.
What is the Tax-Alpha program?+−
What custodians are supported?+−
How do I get started?+−
How is pricing determined?+−
Ready to discuss pricing for your firm?
Call us at 773-430-3534 or use the contact form.
We will walk you through the overlay programs and present terms before any agreement is signed.
Contact Us