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Risk Management & Control

Along with the trading tools and multiple state of the art trading platforms that Place Trade offers to help you invest successfully we also offer advanced technology that gives you the tools you need to manage and control your trading risk. While leverage may offer the opportunity for increased returns it may also move against you quickly when your investments take a wrong turn or during in a difficult trading environment.


Risk Management & Control


At Place Trade we trade only exchange-listed products that are cleared through central clearing houses and are marked daily to external closing prices disseminated by the exchanges.


Positions and resulting payable/receivables are automatically reconciled against external sources daily.


We use a real-time margin system that continuously enforces limits on an account-by-account basis, and allows customers to monitor their margin cushion directly in TWS.


Place Trader Workstation (TWS) provides sophisticated portfolio risk management via the IB Risk NavigatorSM, which is free to Place Trade clients.



Risk Navigator





     To Further Manage Risk:

       •  All orders are automatically vetted on a per-trade basis.

       •  We do not hold CDOs, Subprime Debt,or Credit Default Swaps.


Real-Time Margin System


Our real-time margin system continuously enforces limits for each account, automatically liquidating positions if any individual account violates its limits at any time.

Real-time data shows you requirements for initial margin (at the time of the trade) and maintenance margin (when holding positions) to help you understand your trading risk at any moment of the day and react quickly to the markets.



 Risk Navigator


Risk Navigator


Keep a close eye on your risk levels using advanced trading and management tools. Risk Navigator allows you to easily monitor and adjust your risk profile in real time.

Place Trader Workstation (TWS) provides sophisticated portfolio risk management via the IB Risk NavigatorSM, which is free to Place Trade customers.

This free real-time market risk management platform unifies exposure across multiple asset classes around the globe.


For more information regarding margin and real-time market risk management;; please view our Understanding Margin tutorial (courtesy of our clearing firm) or call us at 1-800-50-PLACE or 1-919-719-7200.





Options involve risk and are not suitable for all investors. For more information; please read “Characteristics and Risks of Standardized Options” before investing in options.
For a copy call 1-800-50-PLACE or 1-919-719-7200 or visit the OCC. 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. 




Learn more about retirement planning by visiting some of the links below:

Roth IRA



Traditional IRA

Qualified Plans

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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