Managing Your Account in the New Year


It’s the New Year! You may have resolved to hit the gym, but if you’re a TradeStation client, it’s also a great time to get your accounts in tip-top shape. Today we’ll preview a handy collection of bite-sized videos that show you how to use the TradeStation Client Center to view your account activity, transfer funds, and update your contact info.

Looking for your recent TradeStation account statements and activity? This brief video shows how to view, download and email your statements. Learn how to view and download your recent trades and other transactions.

After you’ve checked your activity, you may want to transfer funds. Watch this quick video to see how to securely move funds into or out of your equities or futures account using your favorite mobile device or web browser.

Whether you’re at your desk or on the go, transferring funds is a snap with TradeStation’s Transfer Funds tool. Learn how to link your brokerage account to your external bank accounts, make deposits and withdrawals, set up wire transfers, transfer accounts to TradeStation (including IRAs) and view your recent transfers.

Finally, if your New Year has come with a new home or other new contact details, you’ll want to let us know. It’s easy to change the phone number, email and addresses for your TradeStation account. This one-minute video shows you how.

Once you’ve updated your account, you’ll be ready for a brand-new year of trading. Happy 2019 from all of us at TradeStation!

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Jessica Kreger is Senior Manager of Client Training and Education at TradeStation. During her 20-year career, she has educated thousands of customers through positions at Dell, the University of Miami, Carnegie Mellon University, and Alcoa. Tapping into her passion for providing education that empowers active traders around the world, she has presented at several national technical communication conferences. Jessica earned an M.A. in Professional Writing from Carnegie Mellon and a B.A. in English from Penn State, and keeps her finger on the pulse of today’s trends as a Senior Member of the Society for Technical Communication and Certified Professional Technical Communicator.