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Account Types

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.

Individual
This is a personal account in the name of the individual who owns the account.

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.

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
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.

Open an Account

Entity

The following account descriptions generally apply to U.S. business entities. Foreign entities may be subject to different laws and requirements.

Custodial

Funding Instructions

We offer multiple ways to fund your account. Choose your account type below to learn more.

Required initial funding for stock and options accounts: $500 for cash and $2,000 for margin.^1,2
Required initial funding for futures and futures options accounts: $5,000.

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

Instructions

Before wiring, confirm your TradeStation Equities account is approved and is ready to receive a wire. Remember that the title of your TradeStation Securities account and the title of the account from which you are transferring funds must match.
Provide the information below to your existing bank to request the transfer.

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 U.S. Mail, overnight, or certified mail, along with your signed documents.

Trading Availability:
Up to 3 business days

Fee:
FREE

Instructions

If you are making an IRA contribution, include the contribution year in the memo portion of your check.
Make check payable to: TradeStation Securities, Inc.
Mail check to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324

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

Instructions

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

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

Instructions

Before wiring, confirm your TradeStation Futures account is approved and is ready to receive a wire. Remember that the title of your TradeStation Securities account and the title of the account from which you are transferring funds must match.
Select the link below for the currency you wish to have credited to your account upon completion of the deposit. Source funds that are different than the selected currency will be converted before posting to your account.
Provide the information below to your existing bank to request the transfer:

USD EUR CAD HKD GBP SGD CHF JPY AUD

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: 40813902 (IBAN is preferred)
IBAN: GB09CHAS60924240813902

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

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

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

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

Union Bank of Switzerland, Zurich
ZURICH, SWITZERLAND

SWIFT BIC Routing: UBSWCHZH80A

Beneficiary

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: CHASJPJT

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

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 U.S. Mail, overnight, or certified mail.

Trading Availability:
3 Business Days

Fee:
FREE

Instructions

Write your TradeStation Securities Futures account number in the memo portion of your check.
Make check payable to: TradeStation Securities, Inc.
Mail both of the above to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324

Safety of Funds

The safety of your funds is very important to us. Please click on the links below for an important message from our President.

Safety of Funds - Equities Account
Safety of Funds - Futures Account

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.

Your Destination for Stocks, ETFs, Options, and Futures.

ACCOUNTS

Account Types

Funding Instructions

Safety of Funds