TRADING & INVESTING

For investors and traders, our technology and services grow with you as your needs change or become more complex.

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One platform that you customize based on how you trade or invest

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1. Determine Account Type

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2. Submit An Application

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3. Fund your Account

How to Send Funds

Full-featured, web-based trading built to grow with you

The new TradingBlock.com gives you the ability to completely customize your trading space. Create any number custom dashboards to be as simple or as complex as you wish. Build dashboards based on how you research ideas, trade or monitor the market or your portfolio. As your needs change or become more complex, TradingBlock.com is built to grow with you.

Made for the way you trade

Dashboards

Customize your own dashboards

Our new TradingBlock platform gives you nearly unlimited flexibility in designing dashboard layouts. Add and drag blocks to access and view information based on how you trade or what you want to do. Keep it as simple or as complex as you want. It’s all up to you.

You can even create and view as many dashboards as you want (in multiple browser tabs). Start from one of our templates or from a blank canvas—the choice is yours.

Trading

Trade with confidence

We’re making complex tasks easier. Our Order block is designed for simplicity and efficiency. Entering simple stock or complex option trades is a breeze. Create a custom order or use one of the pre-built strategy templates.

Chart

Chart with best-in-class tools

Our new Chart block offers extensive flexibility with over 100 technical indicators and drawing tools. Customize the timeframe and bar increments you want to view. Expand to view in a full browser to see details up close. Place as many charts as you want on one or more dashboards to quickly track your favorites.

Linking blocks

Seamless workflow

Link multiple blocks together so when you change a symbol all linked blocks update simultaneously. Save time by linking Quote, Chart, Option Chain and Order blocks to quickly evaluate an idea and trade.

Create custom dashboards based on what you want to do and what blocks you want to link: Trade Stocks, Trade Options, etc.

Favorites

Track your favorites

It takes just one click to add a stock, ETF or option to your Favorites block. Track as many symbols as you like, and when you’re ready, simply click the Trade button to enter a new trade.

Login to the new TradingBlock platform using your current TradingBlock account login credentials.

Trade from your iOS and Android devices.

TradingBlock Mobile integrates the same features and work flow as our web-based platform. No need to learn an entirely new platform or system. At TradingBlock, our goal is to keep it simple regardless of how (or where) you trade.

Made for the way you trade

Dashboards

Research your next trade

TradingBlock Mobile keeps it simple. With our Quotes view, you can research your next trade from a single screen.

Click on any tab to instantly view current and historical earnings and dividends data, company fundamentals, or to launch our full-featured charts.

Trading

Trade with confidence

We’re making complex tasks easier. Our Order block is designed for simplicity and efficiency. Entering simple stock or complex option trades is a breeze. Create a custom order or use one of the pre-built strategy templates.

Chart

Chart with best-in-class tools

Our Charts offer extensive flexibility with over 100 technical indicators and drawing tools. Customize the timeframe and bar increments you want to view.

Linking blocks

Seamless workflow

Quickly navigate between research, order entry and portfolio features to find and make your next trade, and to monitor your existing positions.

Load up your Favorities list to keep track of the market or symbols of interest.

Favorites

Transfer funds with ease

Link your bank account to your TradingBlock account to withdraw or deposit funds in a few clicks.

Download the new TradingBlock Mobile app, and complete a new account application to get started today.

Trade stocks, options, funds, fixed income

TradingBlock offers traders the ability to trade a variety of asset classes online or through our experienced, responsive Trade Desk.

Trade online:
- Stocks and ETFs
- Options (single and multi-leg strategies)

Available through our Trade Desk:
- Stocks and ETFs
- Options (single and multi-leg strategies)
- Mutual funds
- Fixed income
- UITs

Cash and margin accounts

TradingBlock offers you the ability to trade on cash or margin. There are no minimums to open a cash account. To open a margin account, a $2,000 deposit is required ($10,000 required if trading naked equity calls or index options). Additional details:

- Trading stocks, mutual funds, fixed income, covered calls, and/or long calls or puts, can be done in a cash or margin account.
- Trading option spreads, selling naked equity puts, or naked equity calls and index options can only be done in a margin account.
- For IRAs, if you wish to trade option spreads or cash-secured puts, limited, non-leveraged margin is required (naked options are not allowed in IRAs).

(For information on Portfolio Margin, please contact our Professional Services team.)

Responsive and knowledgeable support services.

Trading online doesn't mean you're on your own. TraddingBlock's highly experienced Trade Desk and Customer Support team are there when you need them.

Trade Desk Services

Need help executing a trade? Have a question about a strategy or margin? Contact our knowledgeable Trade Desk team to get answers.

Auto-Trade Service

TradingBlock's Auto-Trade Service is an automated trade execution service for subscribers of participating newsletter publishers. When you activate Auto-Trade within your account, you authorize TradingBlock to execute trade recommendations from your financial newsletter automatically on your behalf in a completely unbiased fashion.

With Auto-Trade, you can specify whether that trades from newsletter recommendations be executed based on a percentage of your account's buying power or by an actual dollar amount.TradingBlock is not affiliated with and does not endorse or warrant the content, services or products of any financial newsletter or publisher. Use of a financial newsletter and its services and products is at your own risk, and without guarantee or warranty of any kind from TradingBlock.

Frequently Asked Questions regarding Auto-Trade

Q: What is Auto-Trade?
A: As an account holder using our Auto-Trade Execution Service, you are authorizing TradingBlock to execute the trade recommendations from your select financial newsletter automatically on your behalf, in completely unbiased fashion. TradingBlock and the financial newsletter services are unaffiliated, separate companies.

Q: How does Auto-Trade work?
A: TradingBlock receives a trade alert from a financial newsletter specifying what specific stock, future or option to buy or sell. Our trade desk then enters the recommended trade as a group trade for all TradingBlock clients subscribed to the financial newsletter.

Q: What financial newsletter is the best?
A: While TradingBlock works with several prominent financial newsletters, we do not recommend any publisher. We do not have access to financial newsletter track records or historical performance data. Our only suggestion is to inquire with three or more newsletters to ensure that your financial goals are in line with the newsletter you choose. Any reputable newsletter should be able to provide any historical information that you request by contacting the publisher directly.

Q: Once my Auto-Trade is set up, how can I make changes?
A: If at any point you would like to make changes to your Auto-Trade settings, such as changing newsletters or the dollar allocation per trade, please contact TradingBlock's Trade Desk.

IMPORTANT: Auto-Trade changes can only be accepted in writing via email, fax, overnight courier or US Mail. A phone call is not sufficient to make any change in Auto-Trade settings.

Auto-Trade Disclaimers:
TradingBlock is not affiliated with any financial newsletter publisher. Please click on the link below to read the SEC's risk disclosure on auto-trading: SEC Risk Disclosure on Auto-Trading

TradingBlock offers Auto-Trade Execution Services on an unbiased, best-effort, not-held basis. However, you are subject to risk from market volatility, market liquidity, system availability, and delays in receipt of newsletter notifications, each and all of which may delay trade execution. TradingBlock does not recommend, rank, rate, endorse or advocate any financial newsletter.

TradingBlock is not affiliated with any financial newsletter, and does not endorse or warrant the content, services or products offered by any financial newsletter. Use of a financial newsletter and its services and products is at your own risk, and without guarantee or warranty of any kind from TradingBlock.

TradingBlock has advertising and marketing arrangements with parties that are not registered or regulated as broker-dealers, and as part of these arrangements TradingBlock may pay fees or provide other forms of compensation in exchange for marketing.

Customer Support

If you're having trouble with an account application, account or cash transfer, our Customer Support team stands ready to assist. Feel free to send us an email or give us a call.

Open an account today.

Trading & Investing FAQs

How do I learn how to use the new TradingBlock.com?

Log in to the new TradingBlock.com and click the navigation menu in the upper right-hand corner. From the drawer menu, click on "Take a video tour". This will open our Video Guides page. From there, click on the video guide(s) of interest to learn more about the new TradingBlock platform.

Can I use the new and legacy TradingBlock?

Yes, but just not at the exact same time. You can use your current account login credentials to access the new platform or legacy platform. For security, your login can be used only on one of them at any given time, but you can easily switch between the two as you wish (you’ll just need to login again). Our legacy and new platforms are coexisting at this time, so you can place a trade, check balances, etc. on either.

Is virtual trading available?

Yes! Virtual Trading allows you to experience all features of our new TradingBlock platform using real market data while you trade your ideas using virtual money.  Click here to open a Virtual Trading account.