How can I register for a TradeStation account?
U.S. residents with a Social Security number or a valid taxpayer identification can register through TradeStation’s online application process. You can use the process to register many types of accounts, such as individuals, tenants in common and more. You can also open multiple accounts throughout multiple asset classes.
Paper applications are needed for U.S. residents who want to register a futures IRA account, international residents, or those who wish to register an account(s) on behalf of an entity. You can get the paper forms online in PDF format, which you will have to print, sign and mail.
What details must I include to complete an application?
You must give basic information like name, date of birth, permanent address and a valid Social Security or tax ID number.
You must also provide details regarding your financial status and your experience in investment. These details include total and liquid net worth, annual income, years of trading experience and activity in each asset class.
If you are an international client, you must submit a valid passport and address verification dated within the last 60 days. The address verification can be in the form of utility bills, bank or brokerage statements, lease agreements and more.
Can I modify my login details or password online?
Yes. You can do so by logging in to the TradeStation Client Center and selecting the Customer Profile tab. Then, you can click Security & Passwords, which will open a web page where you can update your username and password.
How can I make a trade?
You can trade to various market centers that are directly connected to TradeStation. You can place your orders in the Order Bar, Matrix Chart Trading and Market Depth Window. You can also use Hot Keys, Macros and automated strategies on the TradeStation platform.
How can I cancel my subscription?
You must call TradeStation’s Client Services Department to cancel your subscription. However, you have to call before the end of the month if you want to avoid billing for the next month.