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Account Management > Quick Start Helpful Tips

 

 

  Account Management - QUICK START


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How to use Account Management: Quick Start Helpful Tips

Through Account Management you can easily monitor your activity and handle tasks associated with managing and maintaining your account, including depositing funds, viewing your statements, modifying your trading permissions, changing your address, placing quick trades and much more.

For a quick review of our Account Management system's many exciting features please visit our AM How to/Homepage. This web page provides a quick reference guide for logging in and a few of the basics to help you get up and running quickly using Place Trade's online Account Management interface.

Learn how to:

Log into Account Management Activate Your Security Device Change/Subscribe to Market Data Open,/Activate Paper Trading Account
Deposit Funds to Your Account View/Print Activity Statement Find and Print Tax Forms

Create Customer Service Inquiry Ticket

 

 

 

How to Log into Account Management

 
  1. From the Place Trade web site, select Account Management from the Login dropdown list in the upper right corner.
  2. Enter your Username and Password.
  3. Click the Login button.

 Account Management will automatically open in a new window.

 

 

  Account Management Login Screen  


 

 

How to Activate Your Security Device

Fourteen days after the security device is mailed, you will be required to use it to log into TWS and Account Management. You can activate your Place Trade Security Device the first time you log into Account Management.

  1. Click Manage Account on the main menu at the top of the Account Management homepage, then click Security > Security Device > Activate Security Device.
  2. Follow the instructions on the screen to activate your device.

 

Get more Security Device related information here:

For even more information, see the Manage Account section of the Account Management Users' Guide pages.

 


 

How to Deposit Funds to Your Account

After you make a deposit, you need to notify us of your deposit using the Funding > Fund Transfers page in Account Management. PT supports many different methods of depositing funds to your account, including wire, check online bill payment check, ACH and more. Please note that our clearing firm requires electronic deposit notifications for ALL deposits and will not credit your account until you enter the deposit notification in Account Management (seriously). Don't worry - it's quick and easy! We are always happy to help if you would like us to walk you through it just give us a call at 919-719-7200!

 

 

View an Infographic on How to Enter a Deposit Notification via this link.

 

 

To notify us of your deposit:

  1. Click Funding > Fund Transfers (Located in Account Management on the main menu at the top of the page, then click Fund Transfers.)
    • If the Secure Login System page opens, this means that your account is enrolled in the Secure Login System and you must use your security device or a temporary password to log into the Funds Status page:
      • Enter your username, then
      • Click OK.
    • Read the instructions on the screen carefully, then enter the response string from your security device and click OK.
  2. In the Transaction list, select Deposit Cash.
  3. In the Method list, select one of the deposit types listed in the table, then follow the instructions in the table to complete the deposit request process.
    • Click Cancel to cancel the transaction.
    • For ACH Initiated by us and Canadian EFT Initiated by us deposits, select an existing bank instruction from the Source list.
    • Enter any required information (E.g., ACH, wire, amount, etc.)
    • Click Close to finish the deposit notification.

For more details on funding your account, please see the Funding/Fund Transfers section of the Account Management Users' Guide.

 


 

 

How to Subscribe to Market Data

PT provides real-time streaming market data and news free of charge, or at the price which we are charged by the exchange (and in some cases may be waived based on activity requirements set by our clearing firm). Place Trade does not receive any portion of subscription fees paid by our clients. You are not required to subscribe to have an account with us or to trade most securities. Please get your quotes from a trusted source if you choose not to subscribe to live market data. 

Use the Market Data Subscription page to sign up for additional fee-based market data and news subscriptions such as NASDAQ TotalView and Reuters Worldwide Fundamentals, or to unsubscribe from any existing subscription services. The Market Data Subscriptions page opens, listing all available news and information services along with market data subscriptions and their monthly prices, including those for which you are currently subscribed.(Located under the Trade Configuration tab which allows you to access all trade-related configuration functions, including trading permissions, research and market data subscriptions.)

 

How to change your market data subscriptions:

  1. Click Manage Account > Trade Configuration >Market Data
    Your current market data subscriber status (Professional or Non-Professional) is displayed in the page title. Market data subscriptions are organized by region (North America, Europe, Asia-Pacific).

The Market Data page appears.

   
 
  1. To sign up for additional market data subscriptions, click the tab for the region you want, click the checkbox for each subscription you wish to add, then click Back.
  2. If you have additional linked, duplicate or consolidated accounts, the Billable Account section appears on the page. Use this section to change the account that is billed for market data.
    billableAcct.jpg  
  3. Select the account you want to be billed for market data, then click Change Billing Account. Beginning with the next billing cycle, your market data subscriptions will be billed to the account you selected.

  4. To unsubscribe from market data, click the checkbox for the subscription to clear the check mark, then click Back.Read and complete any Subscriber Agreement that appears, then click Back.

The Market Data page will open again, with your new selections updated and any pending subscriptions identified as such. Market Data subscription updates take effect immediately under normal circumstances.

 

Market Data and Research Subscription Termination Rules

If you do not log into Trader Workstation for 60 days, your active market data subscriptions will be terminated according to the following rules:

  • If you do not log into Trader Workstation for 60 days (counting from the last day on which you logged into TWS), your active market data and research subscriptions will be added to the market data termination list. You will be notified via email and on the Market Data Subscriptions and Research pages the next time you log into Account Management.
  • You can keep your market data and research subscriptions active by clicking the Continue Subscriptions button on the Market Data Subscriptions and Research pages within 30 days of being notified of the pending termination (or 90 days since your last  TWS login).
  • If you do not click Continue Subscriptions, the subscription will expire on the last day of the current month.
  • If you log into TWS at any time before the subscription expires due to the termination rules listed above, the subscription will be removed from the termination list and will remain active.

 

 


 

 

How to View Activity Statements in Account Management

Activity Statements include information about your account activity and can be generated on a daily, monthly, and yearly basis for all accounts. Place trade offers fully customizable Activity Statements as well as several default statements which are available for viewing Account Management. 

 

How to view an activity statement

Please log into Account Management and then:

  1. Click Reports > Activity > Statements.
    The Statements page appears by default.
   

If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select one or more accounts on which to report. To include activity from accounts you have recently closed, select the Include Closed Accounts check box. If you choose to include closed accounts, those accounts appear in the Account Selector.

   
  1. In the Statements list, select the default statement or one of your own saved customized statements that you want to view.
  2. In the Date(s) fields, select the Period (DailyCustom Date RangeMonthly or Calendar Year) and a Date.
  • For Custom Date Range, select the From and To dates, which define the period covered by the statement.
  • For Daily statements, you can select a specific date or the last business day.
  • For Monthly statements, you can select the last month or a specific month.
  • For Calendar Year (annual) statements, you can select a specific year.
  • For Commodity Regulatory Statements, you can select Daily or Custom Date Range. Data is available from 5/29/2015 forward.
  1. If you have a multiple account structure, selected more than one account in the Account Selector, and want to view a consolidated statement, select the Consolidate Selected check box. This check box ONLY appears if you selected more than one account in the Account Selector (or if you selected one or more accounts in a Household in the selector). You can also generate statements for all accounts in a single statement (multiple statements are joined together in a single statement) if you select your own master account in the Account Selector and then select the Concatenate All checkbox.

Advisors, Money Managers and Brokers and master account users with reporting access rights who select their own master account in the Account Selector have access to client-only consolidated and concatenated statements. Select Consolidated (Clients-Only) to generate activity data for all clients combined into a single statement, or Concatenate All (Clients-Only) to generate statements for all client accounts in a single statement (multiple client statements are joined together in a single statement).

  1. In the Format list, select either HTML/WEB, PDF, CSV or Excel (Legacy), depending on how you want to view the statement. For our clients who want a format compatible with Microsoft Excel, we recommend selecting CVS; however, we will continue to make the Excel (Legacy) format available.
  2. In the Language list, select your desired language.
  3. Click View to generate the activity statement.

Please Note: If you selected PDF as the Format, you will be prompted to open the generated report or save it to your computer. 

  1. You can expand and collapse each section of the statement individually. Click the slate blue section heading bar to expand a section, and click it again to collapse it.

For more information on activity statements and creating customized statement templates, see the Activity Statements section of the Account Management Users' Guide.

 

 


 

 

How to Find and Print Tax Forms


View and print your annual tax forms for the last five years on the Tax Forms page (located under the Reports section of Account Management). Individuals, joint account holders and trusts in the United States will have access to 1099 forms, a Gain Loss Report and a Dividend Report. Please note that tax forms are not required or generated for US corporations.

 

How to view and print tax forms:

  1. Click Reports > Tax > Tax Forms.

If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select an account on which to report. To view tax forms for a closed account, select the Include Closed Accounts checkbox, and then select the closed account.

   

The Account Selector is closed once you select an account. To change the selected account, click the tab to open the Account Selector, and then click a different account.

  Tax Forms Account Management Reports Menu  
  1. For each tax form that you wish to view, select the year and display format (HTML/Web or MS Excel), then click View Form or View Report.

Here is an example of the Tax Forms page. The Tax Forms page for your account may have different forms available.

   

 


For more information on Tax Forms and Reporting, see the Reports section of the Account Management Users' Guide. Under the Tax menu you may also access information regarding the following:

  • Tax Optimizer
  • Tax Forms
  • Position Transfer Basis
  • Forex Cost Basis

Additional information regarding how we report taxes may be found under the Tax Reporting section of on our website.


 
 

   

 

How to Change Your Personal Information

You can change your address, phone, email and other personal information through the User Management section of Account Management. The links below open the corresponding page in the Account Management Users' Guide.

For more details on the Manage Account section please see the Account Management Users' Guide. 

 

 


 

 

 

How to Open a Paper Trading Account (Virtual Trading)

PaperTrader is a simulated version of our TWS trading platform, available only to PT clients. It allows you to experiment with the full range of TWS features under real market conditions but using paper money. Please note that when you use a paper trading account, you have limited access to Account Management functions. (You will have full access via your non=paper trading (live) trading account, which will have a completely different account number, username, and password.


How to activate a paper trading account:

 

 

  1. Click Manage Account > Settings > Paper Trading.
     
  1. Read the text on the page, which contains important information about paper trading accounts, then click Continue.
     
   
  1. Type a five-character paper trading account username in the field provided.
  2. Type a paper trading account password in the field provided. The password must be from six to eight characters and must contain at least one number and no spaces.
  3. Re-type the password in the field provided, then click Back. The system will generate a full username for you when you click Back.
  4. You are prompted to click Yes to confirm your request for a paper trading account or click No to cancel your request.

Please be sure to write down your username and password; your password will not be shown on the screen again.

 

 

 


 

 

 

How to Contact Customer Service

Feel free to give us a call when you need assistance at 919-719-7200. Otherwise, you may use the secure Message Center which is located in Account Management to get help from Customer Service. Although generally not as fast as a phone call, the message center lets you create an inquiry ticket to report a concern, as well as to view the status of existing tickets, modify, cancel, close or reopen a ticket. Additionally, you can view corporate actions, submit a tax reporting correction form, review short interest credits available within the stock yield enhancement plan, request a trade cancellation and so much more!

 

 

How to Create a New Inquiry Ticket for Customer Service

In the Customer Service area above the menus in the left pane, click The Message Center icon is located under the Customer Service tab on the main menu in Account Management. Please Note: Before you create a new ticket, make sure that pop-ups are allowed in your web browser.

  Support Menu Tab - Message Center

To create a new inquiry ticket

  1. Click Support. The Message Center appears.
  2. In the Message Center window, make sure New Ticket is selected in the list, then click Create.
   

The New Ticket window opens.

   
  1. Select a category and subcategory for the inquiry. The combination of categories and subcategories let us route your inquiry to the Expert who is specialized or is most experienced for your particular issue.
   
  1. In the Brief Summary field, modify the brief description of your inquiry. This is the text that appears in the Summary column of the list of tickets in the main Message Center window.
  2. In the Detailed Description field, modify the detailed description or question. Please be as specific and complete as possible (for example, exact dates/times, IB TWS version, and so on), as this lets us accurately research your inquiry to give you the best and fastest response. The Detailed Description field expands as you type, so don’t worry about running out of space in which to describe your issue.
  3. Optionally attach up to two files to your inquiry using the Attach Files fields. Click the Browse button to select a file on your computer. You can attach files with a total size of 3MB, and each file you attach must not be more than 2MB.
  4. Click Send, then click OK to dismiss the confirmation message that appears.
    Click Cancel if you change your mind and do not want to submit the ticket, or Reset Form to reset all the fields in the New Ticket to blank.
  5. Your new inquiry is listed on the Tickets tab in the Message Center, along with the ticket reference number and a status of NEW.

 

Through the Client Services Message Center, you may submit questions directly to Client Services using inquiry tickets and track the status of your Client Services inquiries. You may also use the Client Services Message Center to:

  • Create a new inquiry ticket, and attach a file to the ticket
  • Modify an existing inquiry ticket
  • Set Ticket Notification Preferences
  • Cancel or close an inquiry ticket
  • View corporate actions
  • Submit a Tax Reporting Correction Form
  • Request a trade cancellation

 

 

 


 

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. 

 

 

 

Options involve risk and are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options" before investing in options. For a copy call 203 618-5800 or click here. There is no guarantee of execution. Orders will be routed to US options exchanges.

Any trading symbols displayed are for illustrative purposes only and are not intended to portray a recommendation.

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