Click below to view all available account types.
See all available account types below.
Individual
Individual
This is a personal account in the name of the individual who owns the account.
Joint
Joint with Right of Survivorship
This is an account owned by two or more individuals. If one dies, his or her interest in the account automatically passes to the other owner(s) of the account. Percentage ownership interests in the account are equal between or among the owners.
Joint Tenants-in-Common
This is an account owned by two or more individuals. If one dies, his or her portion of the account is transferred to his or her designated beneficiaries. Percentage ownership interests in the account are presumed to be equal unless otherwise specified.
IRA
Traditional IRA (U.S. taxpayers only)
This is an individual retirement account. An IRA must comply with federal law in order to be treated as such and receive applicable IRA tax benefits.
Roth IRA (U.S. taxpayers only)
This is a specific type of individual retirement account created by the Taxpayer Relief Act of 1997. A Roth IRA must comply with federal law in order to be treated as such and receive applicable Roth IRA tax benefits.
Sep IRA (U.S. taxpayers only)
A Simplified Employee Pension (SEP) IRA is a written arrangement where employers make contributions to traditional IRAs set up for employees, subject to certain percentage-of-pay and dollar limits, as well as federal laws.
Savings Incentive Match Plan for Employees (“SIMPLE”) IRA
This is a retirement plan that may be established by employers, including self-employed individuals. The employer is allowed a tax deduction for contributions made to a Simple IRA. The employer makes either matching or non-elective contributions to each eligible employee's Simple IRA and employees may make salary deferral contributions. This is for equity accounts only.
Entity
The following account descriptions generally apply to U.S. business entities. Foreign entities may be subject to different laws and requirements.
Corporate
This is an account owned by a corporation, which is typically managed by a duly appointed officer or officers. The account must be in the full, legal name of the corporation as set forth in its articles or certificate of incorporation. Corporations are governed by state law.
General Partnership
This is an account owned by a partnership which is typically managed by a general partner or partners. The account must be in the full name of the partnership as set forth in the written partnership agreement and/or the partnership's fictitious name filing or certificate of general partnership (if any). General partnerships are governed by state law.
Limited Partnership
This is an account typically managed by two or more partners but with one or more of the partners liable only to the extent of the amount of money that partner has invested. The account must be in the full name of the partnership as set forth in the written partnership agreement and/or the partnership's fictitious name filing or certificate of general partnership (if any). Limited partnerships are governed by state law.
Trust
A trust is a legal entity created by a grantor, and administered by the trustee(s), for the benefit of designated beneficiaries and evidenced by a written document called the "trust agreement." Trusts are governed by state law. Accounts opened by a trust must be in the name of the trust.
Limited Liability Company
This is an account owned by a limited liability company. The account, which is typically managed by the managing member(s), must be in the full, legal name of the limited liability company as set forth in the articles or certificate of organization Limited liability companies are governed by state law.
Sole Proprietorship
A sole proprietorship is a business owned by one individual and conducted under a business name (often called a "fictitious" name). There is no entity of any kind associated with a sole proprietorship; it is simply an individual owning 100% of a business.
Custodial
Custodial
This is an individual account that is managed by an adult for the benefit of a minor (under the age of 18 to 21 depending on the law in the state of residence). This is for equity accounts only.
We offer multiple ways to fund your account. Choose your account type below to learn more.
Equities & Options
Futures
Wire Transfer 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
Beneficiary Bank
JPMorgan Chase
One Chase Manhattan Plaza 7th Floor
New York, NY 10005
(877) 204-1123
ABA Routing: 021-000-021
SWIFT BIC Routing: CHASUS33
Beneficiary Account
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 066628636
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
*By Order of:
<Title of account at sending bank should match your Tradestation account title>
Check Deposit Details
Description:
Send a check via US Mail, overnight, or certified mail, along with your signed documents.
Trading Availability:
Up to 3 business days
Fee:
FREE
Important Notes
Personal checks are subject to a 3 business day trading hold and are available for withdrawal after 6 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
Electronic Transfer 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
Wire Transfer Details
Description:
Transfer money electronically from one of your existing bank or brokerage accounts to your TradeStation Securities Futures 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. Source funds wired via instructions for a non-matching currency will be automatically converted to the currency matching the wire instructions at JPMorgan Chase 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. As an alternative you may wire funds in your domestic currency if instructions are provided below for your currency.
Instructions
Beneficiary Bank
JPMorgan Chase
One Chase Manhattan Plaza 7th Floor
New York, NY 10005
(877) 204-1123
ABA Routing: 021-000-021
SWIFT BIC Routing: CHASUS33
Beneficiary Account
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 799824925
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
*By Order of:
<Title of account at sending bank should match your Tradestation account title>
Beneficiary Bank
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Beneficiary Account
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 0040813901 (IBAN is preferred)
IBAN: GB36CHAS60924240813901"
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Intermediary Bank
Royal Bank of Canada, Toronto
180 WELLINGTON STREET WEST
M5J 1J1, Canada
SWIFT BIC Routing: ROYCCAT2
Beneficiary
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 095912194132
Final Beneficiary
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 095912194132 (IBAN is preferred)
IBAN: GB36CHAS60924240813901
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Intermediary Bank
JPMorgan Chase Bank, Hong Kong
CHARTER HOUSE 8 CONNAUGHT ROAD CENTRAL
HONG KONG
SWIFT BIC Routing: CHASHKHH
Beneficiary
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 6743197680
Final Beneficiary
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 40813906 (IBAN is preferred)
IBAN: GB95CHAS60924240813906
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Beneficiary Bank
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
Sort Code: 60-92-42
SWIFT BIC Routing: CHASGB2L
Beneficiary Account
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 40813908 (IBAN is preferred)
IBAN: GB41CHAS60924240813908
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Intermediary Bank
OVERSEA-CHINESE BANKING CORPORATION LIMITED, SINGAPORE
OCBC CENTRE FLOOR 10 63 CHULIA STREET
049514, SINGAPORE
SWIFT BIC Routing: OCBCSGSG
Beneficiary
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 501474191001
Final Beneficiary
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 40813905 (IBAN is preferred)
IBAN: GB25CHAS60924240813905
Instructions for Beneficiary This could be referred to as payment details, notes, memo, etc.
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Intermediary Bank
Union Bank of Switzerland, Zurich
ZURICH, SWITZERLAND
SWIFT BIC Routing: UBSWCHZH80A
Beneficiary
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 02300000044129050000B
Final Beneficiary
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 40813907 (IBAN is preferred)
IBAN: GB68CHAS60924240813907
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Intermediary Bank
JPMorgan Chase Bank, Tokyo
TOKYO BUILDING FLOOR 29 2-7-3 MARUNOUCHI, CHIYODA-KU
100-6432, JAPAN
SWIFT BIC Routing: UBSWCHZH80A
Beneficiary
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 0195006713
Final Beneficiary
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 40813904 (IBAN is preferred)
IBAN: GB52CHAS60924240813904
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Intermediary Bank
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
100 QUEEN ST, MELBOURNE
3000, AUSTRALIA
SWIFT BIC Routing: ANZBAU3M
Beneficiary
JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 0218032/00001
Final Beneficiary
TradeStation Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: TradeStation Securities
Account Number: 40813903 (IBAN is preferred)
IBAN: GB79CHAS60924240813903
For further Credit information
Further Credit To:
<Your TradeStation account title>
Account Number:
<Your TradeStation account #>
By Order of:
<Title of account at sending bank should match your Tradestation account title>
Check Deposit Details
Description:
Send a check in U.S. Dollars (USD) via US Mail, overnight, or certified mail.
Trading Availability:
3 Business Days
Fee:
FREE
Important Notes
Personal checks are subject to a 3 business day trading hold and are available for withdrawal after 6 business days.
TradeStation Securities does not accept funding via cash, third party checks or money orders.
The title of your TradeStation Securities Futures account and the title on the account from which the check you are sending for deposit is drawn must match.
Instructions
The safety of your funds is very important to us. Please click on the links below for an important message from our President.
1. Non-Day Trading Margin Accounts: Non-day trading accounts are restricted to three opening transactions per day, less the number of day trades made in the preceding four trading days. For example, if you have made two day trades in the preceding four trading days, you will be permitted to place one new opening transaction (buy or sell short) on the current day. You will still be able to place as many closing transactions (sell, cover) as you would like on the current day.
2. Pattern Day Trading Margin Accounts: Based on FINRA day trading rules, any account that places four day trades in a five-trading-day period is permanently deemed to be a "pattern day trading" account. Pattern day trading accounts must maintain a minimum daily equity balance of U.S. $25,000. If the account balance falls below $25,000, trading is restricted to closing transactions only until the account balance is increased to $25,000.