Get Started > Individuals
Opening a Place Trade Account is as Easy as 1, 2, 3
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!
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.)
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).
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.