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Contact us online, on the phone or in person! We are here for you! New & Existing Clients Please Call us at 919-719-7200 if you need assistance!

 
 
Please call 1-919-719-7200 or 1-800-507-5223 with any questions or for additional assistance.

At Place Trade we strive to give every client top notch service regardless of the size of your account! Whether you need help opening an account, understanding your statement or wish to set up an appointment to speak with an experienced financial professional to review your personal investment portfolio; Place Trade is ready to help. Give us a call today at 1-919-719-7200 or 1-800-50-PLACE.*

 

 Excellent Customer Service in the language of your choice!* 

 

Online and on the phone:

Global access to client service is available 24 hours a day online via our message system and via chat (hours available depend on language needs - please view the service by country chart below).

 

In Person:

Customer Service Representatives are available Monday through Friday from 8:30 AM to 5:30 PM and by appointment. (Clients will receive additional contact information for urgent issues occurring after hours.)

Place Trade offers 24-hour customer service via regional Customer Service Centers located throughout America, Europe and Asia.*1 While our service agents are always happy to assist with your inquiries, answers can oftentimes be found quickest and without a phone call directly from Place Trade's website. The list of Quick Tips below contains responses to the most common questions and answers to others can be found by entering keywords associated with your inquiry into the search engine above.
 

 

Quick Tips

 

How to Fund Account: ACH, Check & Wire

How to Make a Deposit - Slip / Notification

How to Deposit Funds Via an ACH Initiated by Us

How to check the status of funding transactions

How to Transfer my Account to Place Trade

 

 

 

How to Rollover your Old 401(k)

How to Log in with your Secure Code Card

How to set up/configure your account

How to Acess Tax Forms/Reports

FAQs and how to do;things easily at Place Trade

 

 

 

Trader Workstation (TWS) Quick Start Guide

How to Add Quotes, Tickers Symbols & Market Data Lines in Trader Workstation (TWS)

WebTrader: Quick Start Guide

How to Set Communication Preferences

 

 

New Clients*

For the best service new clients are encouraged to contact us via the following methods:

 

Direct:*
919-719-7200

 

 

Toll-free:* 
1
-800-50-PLACE or 1-800-507-5223

   

 

E-mail:*
This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Mail:*
Place Trade Financial

Attn. Customer Service
4030 Wake Forest Rd., Suite 300
Raleigh, NC 27609

 

 

*Please note: 

The Client Service contact numbers and addresses are for clients and prospective clients of Place Trade Financial, Inc. ONLY! If you are a client of Interactive Brokers, any other firm that clears through IB or any other firm, broker dealer or advisor ~ please call them directly for your customer service needs.

 

 

Why don't you answer questions and offer free customer service for other financial services firms that are completely unrelated to you?

Simply put, we can only speak to the policies and procedures of Place Trade and that pertain to clients of Place Trade. It is not possible to speak to the policies and procedures of other firms! 

 

  • We cannot and do not offer customer service for companies that are not related to Place Trade. We are happy to help our own clients! 
  • We do not handle complaints for other firms (including for direct clients of Interactive Brokers (IB) or firms that clears through IB).
  • We cannot speak to the policies and procedures of other firms and cannot be responsible for answering questions that are designed to take the place of poor customer service at other firms. Please be respectful of our time and kindness. We earned our great reputation and awards because we work very hard for our clients and we actually offer award winning service to our clients. 

 

 

Place Trade has received high ratings and prestigious awards for having excellent customer/client service but we can only help you if you are a client of ours!

Assuming that we have the same policies and procedures as our clearing firm or other firms that clear through IB will put you at risk! Place Trade cannot be responsible for answering questions that pertain to your account at another firm as we do not have anything to do with how the policies of other firms are handled. Again, if you need help from your current firm please call them directly. We can only be responsible for our clients and our policies. We will be more than happy to assist you with your account service needs that are related to your Place Trade Financial account! 

 

     
 

If you are not happy with your current broker then please transfer your account to Place Trade today so that you can start experiencing great service right away.

 
 

 

Life is too short to be unhappy for another day regardless of how much you pay!

 


Existing Clients

For existing clients seeking assistance, we offer several methods to get in touch with one of our experienced representatives:  

 

 

 

 

       

Email:

Click here to Log in to your Account. 
(Once you log into your account, you can send an email through your secure message center.)

Mail:

Place Trade Financial
Attn. Customer Service
4030 Wake Forest Rd., Suite 300
Raleigh, NC 27609

 

 

Online Chat:

Existing customers also have the option to talk instantly via online chat. Click here to Log in to access the online chat.  

Online chat hours are as follows:

General Inquiries:  Sunday 16:00 - Friday 20:00, excluding 19:30 - 20:30 Monday thru Thursday
Funds & Banking:  Monday - Friday, 09:00 - 20:00
Technical Assistance:  Monday - Friday, 08:00 - 20:00
German Language:  Montag - Freitag, 3:00 - 11:30 (9:00 - 17:30 CET)

 

 

 

 

 

 

1Phone:

In addition to the contact numbers and information listed above, existing clients may also get off hours assistance by contacting any of the following numbers (at the specified times listed for each):

*** Please have your account number and information ready prior to calling as you will be directly connected to our clearing firm via the numbers below. ***

Please note that Calls to Place Trade and IB's Service Desks may be recorded for quality control purposes.

Number

Hours of Operation

 

Prospective Clients Please Call:  

1-800-50- PLACE Toll free

1-919-719-7200 Direct dial

 

 

 

13:00 - 19:00 (Sun) (America/New York)

08:30 - 20:00 (Mon - Fri) (America/New York)

 

 

 
Which Client Service Center is currently available to take your call?

Remember, you should always feel free to call us at 919-719-7200. If you need help outside of our regular US office hours you don't have to wait. For example, if you need to reset your password or have an issue with your security device you should feel free to call at any time.

To find out which Client Service Center is currently available to take your call:
Simply select your local time zone from the drop-down list below and choose the office that is currently showing the current time in your local area. Please note that when you call any of the Client Service Centers outside of their local operating hours, your call should automatically be routed to an available agent at another Service Center.1

 

Please note that calls to Place Trade and IB's Service Desks may be recorded for quality control purposes. Please enter the numeric portion of your Account Number followed by # OR press # if you do not know your Account Number. Use the Phone Menu Options in the table below (located in the right-hand column) to help navigate to the topic you are interested in. To speak directly to a human without dealing with a menu first, please call us at 919-719-7200.
 
Location Number Hours of Operation2 Phone Menu Options
United States 1 (877) 442-2757 Toll-free
1 (312) 542-6901 Direct dial
08:00 - 20:00 (Mon - Fri) (America/New York)
13:00 - 19:00 (Sun) (America/New York)
1 Trade Related Issues
1/1 Phone Orders
1/2 Trade Issues
1/3 How to use TWS
1/4 Margin Issues

2 Cash or Position Transfers
2/1 Cash Deposits, Withdrawals
2/2 US & Canadian Position Transfers
2/3 Other Position Transfers

3 Log in Assistance
3/1 Password Assistance
3/2 Security Devices

4 Account Configuration, Statements,
Fees, Corporate Actions & General Assistance
4/1 Account Configuration
4/2 Statements, Fees
4/3 Tax Issues
4/4 Corporate Actions, Dividends
4/5 General Assistance

5 Technical Assistance
5/1 Software Installation & Connectivity
5/2 Software Operation
5/3 Software Functionality
5/4 API Support

6 Market Data, IBIS
6/1 Market Data
6/2 IBIS
Canada 1 (877) 745-4222 Toll free
1 (514) 847-3499 Direct dial
08:00 - 17:30 (Mon - Fri) (America/New York)
Europe + Russia 00800-42-276537 Toll free3
+41-41-726-9500 Direct dial

8-800-100-8556 Toll free4
+41-41-726-9506 Pyсский
02:00 - 12:00 (Mon - Fri) (America/New York)
Hong Kong +852-2156-7907 Direct dial 20:00 (Sun - Thu) - 05:00 (Mon - Fri) (America/New York)
Australia +61 (2) 8093 7300 Direct dial 19:00 (Sun - Thu) - 04:00 (Mon - Fri) (America/New York)
India +91 22 61289888 Direct dial
+91 22 39696188 Direct dial
23:00 (Sun - Thu) - 08:00 (Mon - Fri) (America/New York)
China +86 (21) 6086 8586 Direct dial 21:00 (Sun - Thu) - 06:00 (Mon - Fri) (America/New York)
Japan +81 (3) 4588 9700 Direct dial
+81 (3) 4588 9710 Direct dial (English)
19:30 (Sun - Thu) - 04:30 (Mon - Fri) (America/New York)

Please Note:

Please note that the toll free number may not be available in all locations. In the event you are unable to reach Place Trade using the toll free number listed above, please utilize the direct dial number.

Existing clients also have the option to talk instantly via online chat or choose to send secure messages online, contact us via snail mail as well as in person or by phone.

  1. In order to best serve our clients, Place Trade offers a Global Client Services desk for brokerage account clients. When contacting client services, the representative assisting you may be an employee of IB or an affiliate acting on behalf of the entity in which you hold your account. (For example, a Place Trade client whose brokerage account is cleared through IBLLC may call the US service desk and be assisted by a representative of IBHK (in Hong Kong) providing service on behalf of IBLLC).
  2. Client Services/customer support is not available on Saturday. Full-service clients may call their Wealth Management line for assistance on Saturdays.
  3. Please note that toll-free numbers may not be available in all locations. In the event you are unable to reach us using the toll-free numbers listed above, please utilize the direct dial number.
  4. This particular toll-free number is only accessible from Russia.
 

 

Prospective Clients: Please call 1-800-50-PLACE or 1-919-719-7200.  

 

Please do not call another number listed on this page if you are not already an existing client of Place Trade. If you call the other numbers to open an account you will not be opening an account with Place Trade (you will end up with our clearing firm instead.)

 

 
 

Open a new account at Place Trade today ~ online or by calling an experienced advisor for full service advice!

 

*Please note: The Client Service contact numbers and addresses are for clients and prospective clients of Place Trade Financial, Inc. If you are a client of Interactive Brokers, any other firm that clears through IB or any other firm, broker dealer or advisor ~ please call them for your customer service needs. We cannot and do not offer customer service for other companies. We do not handle complaints for other firms and we cannot help you with problems that you have at other firms. Place Trade has received high ratings and prestigious awards for having excellent customer/client service but we can only help you if you are a client of ours. If you are not happy with your current broker dealer then please transfer your account to Place Trade today and start experiencing great service right away.

 

We only provide services related to Place Trade Financial, Inc. Please do not call us and pretend to be a prospective client to test what you have heard at IB or other firms as we are not a part of those firms. While Place Trade's policies and procedures will at all times be in compliance with regulations we do not have the exact same policies or procedures as any other firm. Place Trade cannot be held responsible for policies and procedures of other firms and has no control of the procedures of other firms. Calling us to get information about another firm does not benefit you when dealing with those firms. Yes, this may sound ridiculous but amazingly we deal with it every day.   

 
 

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Learn more about retirement planning by visiting some of the links below:

Roth IRA

SEP IRA

SIMPLE IRA

Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts

 

 

 

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