Barron's 4.5 Stars 2014 Open an Account Button Contact Us Login Log In Log into

Contact Us

 

         

 

     
 

Contact us online, on the phone or in person! We are here for you! New & Existing Clients Please Call us at 919.719.7200 if you need assistance!

 
 
Please call 1-919-719-7200 or 1-800-507-5223 with any questions or for additional assistance.

At Place Trade we strive to give every client top notch service regardless of the size of your account! Whether you need help opening an account, understanding your statement or wish to set up an appointment to speak with an experienced financial professional to review your personal investment portfolio; Place Trade is ready to help. Give us a call today at 1-919-719-7200 or 1-800-50-PLACE.*

 

Excellent Customer Service in the language of your choice!* 

 

Online and on the phone:

Global access to client service is available 24 hours a day online via our message system and via chat (hours available depend on language needs - please view the service by country chart below).

 

In Person:

Customer Service Representatives are available Monday through Friday from 8:30 AM to 5:30 PM and by appointment. (Clients will receive additional contact information for urgent issues occurring after hours.)

 

Place Trade offers 24-hour customer service via regional Customer Service Centers located throughout America, Europe and Asia. While there's an agent always available to assist with your inquiries, answers can oftentimes be found quickest and without a phone call directly from Place Trade's website and Knowledge Base. The list of Quick Tips below contains responses to the most common questions and answers to others can be found by entering keywords associated with your inquiry into the search engine above.
 

New Clients*

For the best service new clients are encouraged to contact us via the following methods:

 

Direct:*
919-719-7200

 

 

Toll-free:* 
1-800-50-PLACE or 1-800-507-5223

   

 

E-mail:*
This email address is being protected from spambots. You need JavaScript enabled to view it.
 

Mail:*
Place Trade Financial

Attn. Customer Service
4030 Wake Forest Rd., Suite 300
Raleigh, NC 27609

 

 

*Please note: 

The Client Service contact numbers and addresses are for clients and prospective clients of Place Trade Financial, Inc. ONLY! If you are a client of Interactive Brokers, any other firm that clears through IB or any other firm, broker dealer or advisor ~ please call them directly for your customer service needs.

 

Why don't you answer questions and offer free customer service for other financial services firms that are completely unrelated to you? Simply put, we can only speak to the policies and procedures of Place Trade and that pertain to clients of Place Trade. It is not possible to speak to the policies and procedures of other firms! 

 

  • We cannot and do not offer customer service for companies that are not related to Place Trade. We are happy to help our own clients! 
  • We do not handle complaints for other firms (including for direct clients of Interactive Brokers (IB) or firms that clears through IB).
  • We cannot speak to the policies and procedures of other firms and cannot be responsible for answering questions that are designed to take the place of poor customer service at other firms. Please be respectful of our time and kindness. We earned our great reputation and awards because we work very hard for our clients and we actually offer award winning service to our clients. 

 

Place Trade has received high ratings and prestigious awards for having excellent customer/client service but we can only help you if you are a client of ours!

Assuming that we have the same policies and procedures as our clearing firm or other firms that clear through IB will put you at risk! Place Trade cannot be responsible for answering questions that pertain to your account at another firm as we do not have anything to do with how the policies of other firms are handled. Again, if you need help from your current firm please call them directly. We can only be responsible for our clients and our policies. We will be more than happy to assist you with your account service needs that are related to your Place Trade Financial account! 

 

     
 

If you are not happy with your current broker then please transfer your account to Place Trade today so that you can start experiencing great service right away.

 
 

 

Life is too short to be unhappy for another day regardless of how much you pay!

 


Existing Clients

For existing clients seeking assistance, we offer several methods to get in touch with one of our experienced representatives:  

 

 

 

 

       

Email:

Click here to Log in to your Account. 
(Once you log into your account, you can send an email through your secure message center.)

Mail:

Place Trade Financial
Attn. Customer Service
4030 Wake Forest Rd., Suite 300
Raleigh, NC 27609

 

 

Online Chat:

Existing customers also have the option to talk instantly via online chat. Click here to Log in to access the online chat.  

 

Online chat hours are as follows:

General Inquiries:  Sunday 16:00 - Friday 20:00, excluding 19:30 - 20:30 Monday thru Thursday
Funds & Banking:  Monday - Friday, 09:00 - 20:00
Technical Assistance:  Monday - Friday, 08:00 - 20:00
German Language:  Montag - Freitag, 3:00 - 11:30 (9:00 - 17:30 CET)

 

 

 

 

 

 

Phone:

In addition to the contact numbers and information listed above. Existing customers may also contact us via phone at any of the following numbers:

*** Please have your account number and information ready prior to calling. ***

 

 Calls to Place Trade's Service Desks may be recorded for quality control purposes.

Location

Number

Hours of Operation

Menu Options

United States

1 (877) 442-2757 Toll free

1 (312) 542-6901 Direct dial

Prospective Clients

Please call:  

1-800-50- PLACE Toll free

1-919-719-7200 Direct dial

08:00 - 20:00 (Mon - Fri) (America/New York)

13:00 - 19:00 (Sun) (America/New York)

(View a more detailed menu below this chart)

1 - New Accounts

2/1 - Phone Orders

2/2 - Trade Issues

2/3 - Funds & Banking

2/4 - Tax Documents

2/5 - General Inquiries

2/6 - Technical Support

Canada

1 (877) 745-4222 Toll free

1 (514) 847-3499 Direct dial

08:00 - 17:30 (Mon - Fri) (America/New York)

1 - New Accounts

2 - General Inquiries

Europe

00800-42-276537 Toll free

+41-41-726-9500 Direct dial

02:00 - 14:00 (Mon - Fri) (America/New York)

1 - New Accounts

2/1 - Phone Orders

2/2 - Trade Issues

2/3 - Funds & Banking

2/4 - General Inquiries

2/5 - Documents & Statements

2/6 - Technical Support

2/7 - Other

Hong Kong

+852-2156-7907 Direct dial

20:00 (Sun - Thu) - 05:00 (Mon - Fri) (America/New York)

1 - New Accounts

2/1 - Phone Orders

2/2 - General Inquiries

2/3 - Technical Support

Australia

+61 (2) 8093 7300 Direct dial

20:00 (Sun - Thu) - 05:00 (Mon - Fri) (America/New York)

 

India

+91 22 61289888 Direct dial

23:00 (Sun - Thu) - 08:30 (Mon - Fri) (America/New York)

1 - New Accounts

2/1 - Phone Orders

2/2 - General Inquiries

2/3 - Technical Support

China

+86 (21) 6086 8586 Direct dial

21:00 (Sun - Thu) - 06:00 (Mon - Fri) (America/New York)

1 - New Accounts

2/1 - Phone Orders

2/2 - General Inquiries

2/3 - Technical Support

Japan

+81 (3) 4588 9700 Direct dial

19:30 (Sun - Thu) - 04:30 (Mon - Fri) (America/New York)

1 - New Accounts

2/1 - Phone Orders

2/2 - General Inquiries

2/3 - Technical Support

 

1 Existing Accounts

   1/1 Trade Related Issues
      1/1/1 Phone Orders
      1/1/2 Trade Issues

   1/2 Cash or Position Transfers
      1/2/1 Cash Deposits, Withdrawals
      1/2/2 US & Canadian Position Transfers
      1/2/3 Other Position Transfers

   1/3 Log in Assistance
      1/3/1 Password Assistance
      1/3/2 Security Devices

   1/4 Account Configuration, Statements,
   Fees, Corporate Actions & General Assistance
      1/4/1 Account Configuration
      1/4/2 Statements, Fees
      1/4/3 Tax Issues
      1/4/4 Corporate Actions, Dividends
      1/4/5 General Assistance

   1/5 Technical Assistance
      1/5/1 Software Installation & Connectivity
      1/5/2 Software Operation
      1/5/3 Software Functionality
      1/5/4 API Support

   1/6 Market Data, IBIS
      1/6/1 Market Data
      1/6/2 IBIS

2 Applications in Progress

 

Prospective Clients: Please call 1-800-50-PLACE or 1-919-719-7200.  

Please do not call another number listed on this page if you are not already an existing client of Place Trade.  If you call the other numbers to open an account you will not be opening an account with Place Trade (you will end up with our clearing firm instead.)

 

Please Note:

Please note that the toll free number may not be available in all locations. In the event you are unable to reach Place Trade using the toll free number listed above, please utilize the direct dial number.

 

Existing customers also have the option to talk instantly via online chat or choose to send secure messages online, contact us via snail mail as well as in person or by phone.

Open a new account at Place Trade today ~ online or by calling an experienced advisor for full service advice!

 

*Please note: The Client Service contact numbers and addresses are for clients and prospective clients of Place Trade Financial, Inc. If you are a client of Interactive Brokers, any other firm that clears through IB or any other firm, broker dealer or advisor ~ please call them for your customer service needs. We cannot and do not offer customer service for other companies. We do not handle complaints for other firms and we cannot help you with problems that you have at other firms.  Place Trade has received high ratings and prestigious awards for having excellent customer/client service but we can only help you if you are a client of ours. If you are not happy with your current broker dealer then please transfer your account to Place Trade today and start experiencing great service right away.

 

We only provide services related to Place Trade Financial, Inc. Please do not call us and pretend to be a prospective client to test what you have heard at IB or other firms as we are not a part of those firms. While Place Trade's policies and procedures will at all times be in compliance with regulations we do not have the exact same policies or procedures as any other firm. Place Trade cannot be held responsible for policies and procedures of other firms and has no control of the procedures of other firms. Calling us to get information about another firm does not benefit you when dealing with those firms. Yes, this may sound ridiculous but amazingly we deal with it every day.   

s5box


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

 

 

 

Products & Services

New to Investing?

Place Trade was built with investors of all experience levels in mind. While our online trading site was built for experienced traders, newer investors are able to work closely with our experienced financial professionals. (Many experienced Investors choose to work with our experienced advisors as well.)

Take control of your investments with our easy-to-understand knowledge center.

Education Center
Trading Tools
Place Trader Workstation

Place Trade offers $0.01 per share* online stock trading commissions!

$0.75 per Options Contract**

Open your Place Trade account & Start Saving Today!

*minimum $1.50    **minimum $1.50