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Stock & ETF Account Funding Instructions

There are three easy ways to fund your TradeStation account

Details

Description:
Transfer money electronically from one of your existing bank or brokerage accounts to your TradeStation Securities Equities account.

Trading Availability:
Next Day (if received before 4 p.m. ET today)

Fee:
FREE

Important Notes

The title of your TradeStation Securities Equities account and the title of the account from which you are transferring funds must match exactly, or the transfer will not be valid. Foreign currency funds wired via the USD instructions provided below will be automatically converted to U.S. dollars (USD) upon receipt. This will create a currency rate risk exposure if you should need to convert the funds back to your domestic currency which may result in a noticeable profit or loss.

Instructions

1.

Before wiring, confirm your TradeStation Equities account is approved and is ready to receive a wire

2.

Provide the information below to your existing bank to request the transfer:

Beneficiary/Recipient Name TradeStation Securities
Beneficiary Account # at Bank 066628636
Beneficiary Address 8050 SW 10th Street, Suite 2000
Plantation, FL 33324
954-652-7000
Instructions for Beneficiary
The title of your TradeStation Securities account and the title of the account from which you are transferring funds must match.
Further Credit To: <TradeStation Account Title>
Account Number: <TradeStation Account #>
By Order of: <Account Title at Sending Bank>
Beneficiary Bank Name JPMorgan Chase
Beneficiary Bank ABA# 021-000-021
Beneficiary Bank SWIFT Code
A Swift Code is required for wire deposits initiated outside the United States.
CHASUS33
Beneficiary Bank Address One Chase Manhattan Plaza 7th Floor
New York, NY 10005
(877)204-1123

Details

Description:
Send a check via US Mail, overnight, or certified mail, along with your signed documents.

Trading Availability:
Up to 5 business days

Fee:
FREE

Important Notes

Personal checks are subject to a 5 business day trading hold and are available for withdrawal after 10 business days. No hold is required on cashier's or certified checks, which are considered cleared funds.

All check deposits must be in US dollars and clear through a US corresponding bank.

Deposits via wire transfer are immediately available for next day trading and withdrawal access.

TradeStation Securities does not accept funding via cash, third party checks or money orders.

The title of your TradeStation Securities Equities account and the title on the account from which the check you are sending for deposit is drawn must match exactly, or the check will not be acceptable.

Instructions

1.

Write your TradeStation Securities Equities account number in the memo portion of your check.

2.

If you are making an IRA contribution, include the contribution year in the memo portion of your check.

3.

Make check payable to: TradeStation Securities, Inc.

4.

Mail check to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324

Details

Description:
Transfer cash and most securities electronically from an account at another financial institution to a TradeStation Securities account (including IRA accounts).

Trading Availability:
7-10 business days

Fee:
FREE

Important Notes

The time it takes to complete an electronic transfer of assets depends on your financial institution. However, in most cases, it takes 7-10 business days for broker to broker transfers. Transfers involving banks, mutual fund companies and transfer agents can take 2-4 weeks.

The type and title of your TradeStation Securities Equities account and the type and title of the account from which you are transferring funds must match exactly, or the transfer will not be valid. For example, you can transfer securities from one IRA to another IRA of the same kind with the same owner, but not from a non-retirement account to an IRA.

Instructions

1.

Download, complete and sign the following Automated Customer Account Transfer (ACAT) form:
Download Automated Customer Account Transfer Form Include a copy of your most recent statement (this must be included in order to complete the transfer)

2.

Mail both of the above to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324