Funding instructions
Three ways to fund your TradeStation Securities account
Funding Instructions for Equities & Options Accounts
We offer multiple ways to fund your account. Choose your account type below to learn more.
Required initial funding for equities accounts: No minimum requirement for cash and $2,000 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 the TradeStation Client Center or TradeStation Mobile App
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>
Important notes:
- TradeStation does not charge any fees for receiving wire transfers, though many banks and brokerages charge fees for sending them. Wires received from foreign bank accounts may incur additional intermediary bank charges.
- Please do not wire funds until your account is approved, and you have confirmed that the account is ready to receive a wire.
- For all incoming wires, the sending bank or firm must reference the title of your TradeStation Securities, Inc. or TradeStation Equities account from which the funds originated.
- Please note that the title of your TradeStation account and the title of the account from which you are transferring funds must match. Foreign currency funds wired to the wire instructions above will be converted to U.S. dollars (USD) upon receipt.
- A SWIFT code is required if the transfer will be initiated from outside of the United States.
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 account number in the memo section of your check.
- If you are making an IRA contribution, include the contribution year in the memo section of your check.
- Make check payable to: TradeStation Securities, Inc. For Rollovers make check payable to: TradeStation Securities, Inc. FBO (your name).
- Mail check to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Important notes:
- The title and address of your TradeStation Securities, Inc. or TradeStation equities account and the title and address of the account from which the check you are sending for deposit must match.
- You may send a check via U.S. mail or overnight or certified mail, along with your signed account documents.
- All check deposits must be in U.S. dollars and clear through a U.S. corresponding bank. On personal checks, there is a three-business day trading hold for all account types.
- No hold is required on cashier’s checks, which are considered cleared funds. Funds are available for withdrawal after six business days. We do not accept funding via cash, third-party checks, or money orders.
- Please include a copy of the remitter for cashier’s checks.
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)
- Email both of the above to: clientservices@tradestation.com
Alternatively, you may also submit by mail to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Funding Instructions for Futures & Futures Options Accounts
We offer multiple ways to fund your account. Choose your account type below to learn more.
Required initial funding for futures and futures option accounts: No minimum requirement for futures and futures options accounts.
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 the TradeStation Client Center or TradeStation Mobile App
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 Futures account number in the memo section of your check.
- If you are making an IRA contribution, include the contribution year in the memo section of your check.
- Make check payable to: TradeStation Securities, Inc. For Rollovers make check payable to: TradeStation Securities, Inc. FBO (your name).
- Mail check to:
TradeStation Securities, Inc.
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Important notes
- The title and address of your TradeStation Securities, Inc. or TradeStation Futures account and the title and address of the account from which the check you are sending for deposit must match.
- You may send a check via U.S. mail or overnight or certified mail, along with your signed account documents.
- All check deposits must be in U.S. dollars and clear through a U.S. corresponding bank. On personal checks, there is a three-business day trading hold for all account types.
- No hold is required on cashier’s checks, which are considered cleared funds. Funds are available for withdrawal after six business days. We do not accept funding via cash, third-party checks, or money orders.
- Please include a copy of the remitter for cashier’s checks.
Funding Instructions for Crypto Accounts
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.
