Account Configuration: Client TypesHow to Choose and Configure Your Account
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What Types of Customer/Client Accounts are available via your Place Trade (PT) brokerage account?
PT offers both full service and online trading brokerage accounts as well as other types of investment accounts including accounts that are held fund direct. The information on the following charts refers specifically to brokerage accounts (only). Brokerage accounts are available for trading stocks, options, mutual funds, ETfs, bonds and more.
For more information regarding other types of investment accounts that are available in addition to a traditional brokerage account (including the account types listed below as well as 401(k), SIMPLE, 403(b) accounts and more) or to get financial advice please call your personal advisor at 1-919-719-7200 today.
PT offers accounts for both Single Client Types and Organization/Institution Client Types to meet the needs of the following types of accounts:.
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*IRAs Accounts are included under the Individual section of the online account application. Please call us right away at 1-919-719-7200 if you do not see the section to choose the specific type of retirement account that you wish to open. If you proceed without choosing it you will have to start over and we would like to help you to save time so please do not hesitate to call us.
Please Note: All accounts are US based as Place Trade is a US based corporation.To learn about tax reporting and other information for Place Trade accounts please visit our Tax Information and Reporting section which covers information for both US and Non-US based clients.
Single Customer Types
Organization Customer Types
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When considering fees please consider the overall low cost of trading, ultra low margin rates, access to experienced financial consultants and great customer service that you enjoy at Place Trade. We believe that we offer the lowest overall trading cost of any full service broker. For information regarding fees please call us at 1-919-719-7200.
Helpful Links: Stock Commissions for Asia-Pacific Markets Stock Commissions for European Markets Stock Commissions for North American Markets
Open an Account Continue or Finish Your Application How to Choose and Configure Your Account Footnote one: Portfolio Margin accounts are not available for IB Canada customers due to IDA restrictions.Footnote two Please note that for commodities, including futures, futures options and single stock futures, "margin" refers to the amount of cash that must be put up BY THE CLIENT as collateral to support a transaction, in contrast to margin for securities which refers to the amount of cash a client borrows from IB. Footnote three: Accounts with Prime services require a minimum of USD 1,000,000 or USD equivalent. |