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Small Business Accounts     Hedge & Mutual Fund (Institutional Accounts)

 

Opening a Place Trade Account is as Easy as 1, 2, 3

 

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Whether you are an individual investor and you are working with your own personal advisor, you have an online trading account or you are an institutional investor managing a hedge fund, bank or another type of institutional account; all Place Trade accounts are opened online now. So there are no forms to download and you no longer have to waste time waiting on the mailman or driving across town to pick up an application!

 

         
 

To Open an Account:

  1. Fill out a new Account Application (Learn More about the Application Process)
  2. Fund Your Account (Transfer an Account)
  3. Start Investing!
 

How to Get Back to Finish the Online Application

     Please use your new username & password  to log in:

  • If you have not set up a user name and password yet you may simply start over.
  • If you have created these credentials and are not able to get in please call us at 919-719-7200 instead of starting a new app so that we can quickly help you get back where you left off!
 
  Learn More about the Application Process      
         

 

 

 

Our online trading account application is quick and easy to use!

Just click to get started and you will be up and trading in no time! If you have any questions at all please feel free to give us a call or click on the chat button and we will be happy to help you. (If you happen to get timed out (required to log back in) after you have received your account nickname and password you can finish your application by logging in here.)

 

Transfer your account to Place Trade:

It is super easy to transfer your account to Place Trade as well.  You can transfer your account to Place Trade from within the account application. Just a few clicks after your fill out your account information and we take care of everything else for you. Just one more reason why Place Trade is the smart place to trade - make the switch today! Once you see everything that Place Trade has to offer you will wonder why you waited so long! If your account transfer is delayed or rejected please call us at 1-800-50-PLACE or 1-919-719-7200 and we will assist you with the process.  

 

Feel free to give us a call today at 1-800-50-PLACE and let one of our new account specialists review the application with you. These professionals are available to help you open your account, transfer an account from another firm or help you with help you consider your options when it comes to deciding whether or not to rollover your old 401(k)

Place Trade offers accounts to both US and International investors. Visit our International site for more details about international accounts.

 

That is all there is to it!

 

 

 

 

 

 

Place Trade goes green!

 

Please note that All statements, confirms and notifications* will be sent to you electronically so you can Enjoy Saving Trees and No Postage and Handling Fees!

 

 

 

 

 

* Paper statements may be available if your mutual fund investments are held directly at the mutual fund company. 

 

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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