Accounts tailored to your needs
Find the right account for you
One size never fits all. Which is why we offer a variety of account types to meet the needs of individual traders and investors including, Individual, Joint, IRA, Entity, Institutional, and Custodial accounts.
Choose the account that best suits your needs
Select from a variety of account types designed to meet your needs. Learn about the account options available to you below, then open your account today.
Individual & Joint
Gain access to the trading tools and research you need with one of our most popular and flexible accounts for traders. They can be individual or joint accounts and can be upgraded for options or futures, as well.
Retirement
Choose from a variety of flexible retirement accounts, including the Traditional IRA, Roth IRA, or SEP IRA, to meet your retirement goals.
Entity
We offer entity accounts for corporations, limited liability companies, partnerships, trusts and sole proprietorships to accomodate the structure you want to use to invest.
Funding instructions for Equities Accounts
We offer multiple ways to fund your account. Choose your account type below to learn more.
Required initial funding for equities accounts: $500 minimum for cash and $2,000 minimum for margin.*
Description:
Transfer cash assets to or from your domestic linked bank account or another TradeStation account.
Fee:
FREE
Maximum:
$50,000
Instructions
- Access Smart Transfer virtually anywhere from TradeStation Client Center
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
270 Park Avenue
New York, NY 10017
(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>
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
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
Funding instructions for Futures
We offer multiple ways to fund your account. Choose your account type below to learn more.
Required initial funding for futures and futures options accounts: $500.
Description:
Transfer cash assets to or from your domestic linked bank account or another TradeStation account.
Fee:
FREE
Maximum:
$50,000
Instructions
- Access Smart Transfer virtually anywhere from TradeStation Client Center
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:
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
- Write your TradeStation Securities Futures account number. Make check payable to: TradeStation Securities, Inc.
- Mail check to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Funding instructions for Crypto
Please click here for information about how your TradeStation Crypto account works if you want to buy crypto assets with U.S. Dollars or deposit crypto assets.
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
