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Tradestation account creation step-by-step guide

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19 views19 pages

Tradestation account creation step-by-step guide

Uploaded by

Ali Aodah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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TradeStation account creation

step-by-step guide
TradeStation account creation
STEP BY STEP GUIDE

On the TS website
(tradestation.com)
please click on the
top right on "Open
Account“.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

New Users / Sign Up

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

You must follow the


6-step process for
account creation

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

You will open an


individual
account for
equities and
futures. Select
Margin Trading
and DE-select
Options Trading.
Exactly as per
screenshot.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 2 and 3 (Personal Information and


Employment Information) is straight forward.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

For step 4 it is important that


you select "over 5 years"
experience for Stocks, Options,
Futures...otherwise they might
send you more questions later or
reject your application.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

For step 5 you must submit and


upload proof of identity and
proof of address. For proof of
address, it is important that the
address on the document you
submit matches with the
address you stated in your
personal information in step 2.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

You should receive an email like this.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Once you have


completed everything
you will see this
screenshot on step 6.

That's it for now. You


are not able to deposit
funds just yet. They will
come back to you
(might take a few days)
and hopefully accept
your application right
away. After they
activated your account,
you can continue with
the next steps.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

After account activation:

Step 1: Open the email from TS and


click on "Transfer Funds"

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 2: First you must create a


double security function for your
account. Click on "Continue"

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 3: Now you need your smartphone. Go to the


"app store" (depending on the device you are using
iOS or Android) and download "Google
Authenticator" (our recommendation).

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 4: IMPORTANT! Scan the QR code with your


Google authenticator app and enter the one-time
code below. You will receive another code that you
save in a word document (this will be your recovery
code)

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 5: Now you should be


automatically guided to the TS client
center portal. Click on "TRANSFER
FUNDS" on the top.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 6: You must


"Transfer Cash" and do
"Wire Transfer"

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 7: IMPORTANT! Funds


Destination must be your
FUTURES account (you should
have two accounts to choose
from: equities and futures) The
funds must be deposited on the
futures account otherwise we do
not get the exchange subscription
data for free. Select a small
amount like 200 USD and click on
"view instructions"

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Step 8: All the account details


are the same. You should have
the same as stated on the
screenshot. The only thing that
is different is the "further credit
to" and "account number".

How TradeStation does the


funds allocation: They receive
all funds on their main
JPMorgan Chase account and
then distribute it to the
individual client's account.

© OTCampus 2022 TradeStation account creation


TradeStation account creation
STEP BY STEP GUIDE

Emirates NBD transfer example: If you


have an Emirates NBD account you can
use all the same details.

The only thing that changes for you is the


"purpose of transfer": Important! Here
you state your full name and futures
account number. This is the only way they
can distribute your funds to your TS
account.

© OTCampus 2022 TradeStation account creation

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