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How to Log into Your Account, Open a New Account or Finish an Application

 

 

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Open a New Account

 

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

Learn More about the Application Process

Transfer my Account to Place Trade

 

Finish an Account Application

 

Use your new user name & password if you need to finish later

 

Account Management

 

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Account Management Users Guide

 

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Place Trader Workstation TWS

 

 

Highly customizable Trader Workstation

TWS Quick Start Guide

TWS Users Guide

 

Web Trader

 

About HTML Based Platform 

Web Trader Quick Start Guide

Web Trader Users Guide

 

 

Mobile TWS App

 

 

How to trade/Users Guides:

 

Android: Phone     Tablet

Apple/iOS:   Phone    iPad 

BlackBerry

 

Mobile Handy Trader & Tablet Trader Apps

 

 

Android: Phone     Tablet

Apple/iOS:   Phone    iPad 

BlackBerry

 

 

Open a New Account at Place Trade:

Opening a new account at Place Trade is super easy!  However, if you need any help at all we will be happy to help guide you through the application process. Just give us a call at 1-800-50-PLACE or 1-919-719-7200 and we will assist you to open your account today!

 

Finish an Application:

 

 

If you need to finish later or you happen to get logged off (timed out or bumped off) of the system while you were in the process of filling out the online application...

 

  >>>

If you need to finish your application later or if you happen to get logged off (timed out or bumped off) of the system for some strange reason (sometimes it happens) you can click on the "Finish an Application" button to continue.  

 
 

 


 
Did you receive a new account number or set up a sign on/user name and password 
before you were logged off?

             

 

>>>

 

 
Yes:  

So long as you have received your account number and set up a sign on and password you will be able to get back in without starting over. Sometimes you will have to re-enter a small amount of information from the last section that you were last working in but you will not need to start over from scratch. Finish an Application
 
No:  

If you have not received an account number or sign on name you will need to start over. (This is rare). 


I am not sure or I can't find it:  
If you have received a new account number or set up a user name and password but do not have it handy then please give us a call at 1-800-50-PLACE (1-800-507-5223) or 1-919-719-7200 and we will be happy to get the information for you and if you prefer we can walk you through the application as well.

 

 

 

New Account Application

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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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We offer all the Products and Services you need to build your portfolio and take charge of your investments.

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