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What is Account Management?

Use our Account Management system for fast and easy access to handle almost any of your account needs!

Quickly configure, monitor and manage your account, easily perform any account related tasks including depositing funds, viewing activity statements, changing your address, getting your tax forms, modifying your trading permissions, placing quick trades (if you want a super simple experience or you don't feel like logging into one of our other awesome trading platforms) and much more.All from a single window, you conveniently access to the following account features: How to get 1099

All from a single window, you can conveniently access to the following account features:






Statements & Reports   



  • Run and customize activity statements to view detailed information about your account activity, including positions, cash balances, transactions, and more.
  • Run trade confirmation reports to view all executions.
  • Generate margin reports to see the margin requirements for single and combination positions.
  • Find and Print Tax Forms.
  • Create and run Flex Queries, highly customizable report templates for activity statements and trade confirmations that allow you to specify exactly which fields you want to view and the order in which they should appear.
  • Analyze your trades marked to various benchmarks with Transaction Cost Analysis (TCA). TCA lets you track the quality of your orders' transaction prices versus market conditions.
  • Brokers and Advisors can run a number of specialized reports, including the Advisor Fee Cap report, Client Summary reports, Broker Exception reports, and more.
  • View a number of supplemental reports, including Value at Risk and Stress Test Summary reports.
  • Use PortfolioAnalyst to evaluate the performance of your portfolio based on a set of measurement criteria, and compare your results against industry benchmarks.
  • Take control of your taxes with our Tax Optimizer, which lets you change automated tax lot-matching methods on the fly to optimize your capital gains and losses.







  • Set up deposits (deposit notifications and automatic transfers), withdrawals and position transfers for your Place Trade account.
  • Check the status of your transactions.
  • Save and reuse financial institution information for future transactions.
  • Authenticate pending withdrawal, wire or instruction requests. 


Fund Your Account









Account Configuration

  • Easily configure your financial and regulatory information, pricing structures, advisor qualifications, account aliases and base currency.
  • Institution account master users can manage, view, add and close client accounts.
  • Change personal account information such as account title, name or address. Advisors, Brokers, and Multiple Hedge Fund Investment Managers can set up white branding, which incorporates their own organization's identity into our software and documentation.


  • Upgrade your trading permissions, and subscribe to research and market data.
  • Link multiple accounts together with a single login.
  • Sign up for a Paper Trading account, which lets you enjoy the full range of Trader Workstation's trading capabilities in a simulated environment.
  • Upgrade a Cash Account to a Reg T Margin Account, or a Reg T Margin account to a Portfolio Margin Account. 


Financial Information & Investment Experience







  • Change your account password or email address.
  • Institutions can add a layer of security by designating Security Officers to perform and approve Account Management functions.
  • Create secure account access by setting up user access rights and authorizations.
  • Set IP restrictions and client trading restrictions.
  • Protect your account with two-factor authentication with our Secure Login System.
  • Activate Your Security Device.
  • Enable or disable client trading.
  • Share your authentication information with another user.
  • Sign up to vote in polls on our website, including the New Features poll.






  • Use QuickTrade to submit orders from within Account Management without having to open a trading platform.
  • Launch Trader Workstation (TWS) and WebTrader with a click of a button.*
  • Set up post-trade allocations to allocate some or all of your US stock and options trades to defined clearing brokers.
  • Apply for a Paper Trading Account.
  Use Quick Trade when you want to place trades fast without any of the bells & whistles of our advanced trading platforms!  

*Please Note: 

For your protection, Account Management (AM) will time out after a short period of inactivity and while TWS will still run after AM times out, you will not be able to execute any trades until you either log back AM  or log directly into TWS. If you like to keep TWS running you can launch AM directly from within TWS [top left hand side under "Account"] to avoid this issue [in this case, AM will still time out after a short period of inactivity, however, TWS will remain running until you log out or at a scheduled time. Alternatively, you may also log into AM or either of the other trading platforms independently of each other.      







User Access Rights


Users Rights Screenshots



User Access Rights



Institution Accounts

Create users and control access to your account with our powerful and flexible User Access Rights system.

  • Designate Security Officers, designated employees who create users and authorize functions.
  • Assign access rights to users, client, sub and fund accounts to ensure that the right people have access to only those account functions that they absolutely need to do their jobs.
  • Prevent fraud and embezzlement by controlling who can deposit, withdraw and transfer funds.
  • Implement extra security by dividing account functions between users. For example, give one user the ability to make funding requests, and give another user the ability to view fund status.
  • Create more complex user access arrangements by allowing some users access to subsets of account functions for other client accounts.
  • Modify or remove user permissions and access as your security requirements change.
  • Provide an additional layer of security with authorizations, which lets you designate some users as authorizers for funding and other requests. Whenever one of these requests is made, users who are designated as authorizers must confirm each request before it can be approved.
  • Match user access and authorization to your organization's security requirements.


Individual Accounts

Individual accounts can add users to an account and grant them rights to specific Account Management functions.







Award Winning Customer Service

Talk to real humans when you need help or take advantage of our great service tools available within Account Management to handle your business! Get started with these client service tools and more:

  • Safely create, submit and track Client Service inquiries.
  • View and respond to corporate actions.
  • Chat live with a Client Service representative. 
  • Access Client Service tools, including the Trade Cancellation Request, Tax Form Correction and Short Stock Availability tools.





Account Services Highlights



ADR Conversions

Customers who hold supported ADRs can convert ADRs into their ordinary shares.

more info


Institutional Services

Institutional clients enjoy the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers.

more info


Corporate Actions

PT provides all of the tools you need to understand and participate in corporate actions.

more info


Post-Trade Allocations

Quickly allocate U.S. stock and option orders post-trade using our intuitive web-based Post Trade Allocation tool.

more info


Create and Redeem ETFs

Clients now have the ability to create and redeem ETFs through Place Trade. Simply phone in your request and we will facilitate the ETF creation/redemption process with ETF issuers.

more info


Prime Broker Services

Our prime brokerage services are built on 38 years of providing innovative technology solutions to our clients.

more info

CRM for Advisors and Brokers

Manage your customer relationship lifecycle in one place at no extra cost.

more info


Hedge Fund Marketplace

Our fully electronic Hedge Fund Marketplace allows Hedge Funds who use us as their principal Prime Broker to market their Funds to eligible PT clients and other participating Hedge Funds.

more info


Universal Account

Enjoy the convenience and ease offered through our Universal Account which allows you to trade multiple products around the world from a single account.

more info


Soft Dollars

Our Soft Dollar Commission Program gives hedge and mutual funds and Professional Advisors the flexibility to offset the costs of purchasing approved research products and services using soft dollars.

more info


Linked Accounts

Save time by linking multiple accounts together under a single username and password (individual account holders with same tax ID).

more info


Stock Yield Enhancement Program

Earn extra income on the fully-paid shares of stock held in your account.

more info

Portfolio Margin

Portfolio Margin uses a risk-based model that determines margin requirements based on historical volatility by valuing a specific portfolio over a range of underlying price and volatility moves.

more info



Buy replacement shares to use against an option assignment to preclude both capital gains and a higher tax liability.

more info

Tax Reporting

Place Trade provides a variety of useful tools and information for your tax reporting needs.

more info


Custody Accounts

Institutions who want to trade through PT but are prohibited from depositing margin collateral directly with a broker/dealer can open a PT Custody Account.

more info


Tax Optimizer

Make tax time easier by managing your gains and losses with this simple tool!

more info


Partner Referral Program

Our Partner Referral program allows individuals or entities, customers or non-customers to refer clients to PT and receive payouts for eligible client referrals.

more info




Log into Account Management for fast access to all the details pertaining to your account!


Where do I go to log into Account Management?

Click on the "Log into your account - Account Management" tab on the login (main) menu or use the big green button in the top right-hand corner of any page. 



All investing involves risk, including the possible loss of principal and there can be no assurance that any investment strategy will be successful.