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    • Why PT
    • Products & Services
      • Products & Services
      • Investment Types
      • Retirement Planning
      • Overnight Trading
      • Stock Yield Enhancement
      • Pricing - Overview
    • Account Types
    • Support
      • Support
      • How to Reset Password
    • LOGIN
      • Account Management Login
      • Quick Trade - Login
      • Mobile Apps - Download
      • Desktop App - Download
      • Contact Us
  • Why PT
  • Products & Services
    • Products & Services
    • Investment Types
    • Retirement Planning
    • Overnight Trading
    • Stock Yield Enhancement
    • Pricing - Overview
  • Account Types
  • Support
    • Support
    • How to Reset Password
  • LOGIN
    • Account Management Login
    • Quick Trade - Login
    • Mobile Apps - Download
    • Desktop App - Download
    • Contact Us

Guide to Choosing the Right Account

Open An Account

View Account Types

Individuals

Small Business & Enterprise

Small Business & Enterprise

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Small Business & Enterprise

Small Business & Enterprise

Small Business & Enterprise

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Additional Resources

Small Business & Enterprise

Additional Resources

Learn more

Self-directed and Full-Service Account Options Are Available

What Type of Account Is Right for Your Investment Goals?

Multiple Account Types Available

Place Trade offers multiple account types including traditional self-directed brokerage and full-service wealth management accounts as well as accounts that are held directly with nationally recognized investment companies and payroll providers.* 

 

Online Trading | Brokerage Accounts

Trade stocks, options, funds and more on 150 global markets from a single account. 


Use the information below to learn more about your options and click here to learn how to Configure your Account. 


Open An Account

Individual, Joint, Trust, IRA and UGMA/UTMA Accounts

Brokerage and Retirement Accounts for Your Business

Brokerage Accounts

Additional Account Types

Retirement Accounts

Rev up your business with a PT Business Account—a flexible brokerage solution that combines extensive trading, mutual fund and cash management capabilities to help streamline your financial operations.

Learn more

Retirement Accounts

Additional Account Types

Retirement Accounts

  •  SEP IRA 
  • SIMPLE IRA
  • Payroll Deduction IRA
  • 401(k)
  • Profit Sharing
  • Defined Benefit
  • Employee Education

Via Brokerage, Investment Company or Payroll Provider


Learn more

Additional Account Types

Additional Account Types

Additional Account Types

Broker Accounts

Non-Professional Advisor 

Proprietary Trading Group

Registered Representatives

Hedge Fund & Mutual Fund

Compliance Officers

Administrators

Institutional Hedge Fund Investors

Learn more

Small Business & Enterprise Brokerage Accounts

Broker Accounts

Non-Professional Advisor

Proprietary Trading Group Accounts

Hedge Fund & Mutual Fund Accounts

Compliance Officers

Administrators

Institutional Hedge Fund Investors

Types of Employer-Sponsored Retirement Accounts

Qualified Plans

Small Business, Group & Enterprise Retirement Accounts

All of the business retirement plan account types listed in the section below are available through Place Trade either via full service or self-directed brokerage accounts, Investment Trust accounts or held directly with nationally recognized investment companies.


Start a New Plan or Get a Second Opinion

Whether you are starting from scratch, need a second opinion or a complete overhaul, PT offers flexible retirement savings options to help you plan for your business's and your employees' unique needs. 


Keep Your Existing Plan

Let PT help you with your existing qualified plan held at your Payroll Provider (Examples ADP,  Paychex, etc.) or Investment Company (Mutual Funds). 


Without moving your current plan from your payroll provider or investment company, you may find that they offer lower cost, additional or more flexible investment options to help you meet your ERISA obligations. 


Get the help that you need with the plan you already have in place! 


Ready to Get Started?

For more information, please call 919-719-7200 or visit Retirement Place. 

Employer Sponsored Retirement Account Types

SEP IRA

Payroll Deduction IRA

SIMPLE IRA

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider


Open An Account

SIMPLE IRA

Payroll Deduction IRA

SIMPLE IRA

  • PT Brokerage (Employee Plan Administrator) Account
  • Investment Company Account
  • Payroll Provider  

Open An Account

Payroll Deduction IRA

Payroll Deduction IRA

One Participant/SOLO Self-employed 401(k)

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 


Open An Account

One Participant/SOLO Self-employed 401(k)

One Participant/SOLO Self-employed 401(k)

One Participant/SOLO Self-employed 401(k)

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Automatic Enrollment 401(k) QACA

One Participant/SOLO Self-employed 401(k)

Automatic Enrollment 401(k) QACA

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Safe Harbor 401(k)

One Participant/SOLO Self-employed 401(k)

Automatic Enrollment 401(k) QACA

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Traditional 401(k)

Traditional 401(k)

Traditional 401(k)

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Roth 401(k)

Traditional 401(k)

Traditional 401(k)

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Profit Sharing

Traditional 401(k)

Defined Benefit

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Defined Benefit

Defined Benefit

Defined Benefit

  • PT Brokerage Account
  • Investment Company Account
  • Payroll Provider 

Open An Account

Where Should I Open My Account?

Please use the links above to open a Brokerage Account only.

Whether you choose to hold your qualified retirement plan in a brokerage account, an  Investment Company account, or directly through your payroll provider, PT can assist you!


For Brokerage Accounts:


  • For SEP IRA accounts, choose the SEP IRA account option.


  • For 401(k) accounts, you must bring your own plan document and open an Investment Trust account to open a trust account. 


  • For SIMPLE IRA accounts, you must open an Employee Plan Administrator Account.




Payroll Provider & Investment Company Plans

If you do not have your own plan document or would prefer to offer a non-brokerage alternative or an all-in-one plan, we will work with you to set up your qualified plan with an Investment Company. 



Learn More

Please call us at (919)719-7200 for more information about:

  • Plan Check-ups
  • Setting up a new retirement plan
  • Reviewing an existing plan
  • Managing your existing plan (without changing payroll providers) 
  • Employee education  

Find out more

Additional Information

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  • Risk Warning Disclosures
  • Bond Trading - Risks
  • US Market Trading Hours
  • Stock Trading - Risks
  • FINRA Broker Check
  • Support
  • How to Reset Password
  • CIP Notice

 

Place Trade Financial, Inc.

Is a member  FINRA - SIPC and regulated by the US Securities and Exchange Commission

as well as the Commodity Futures Trading Commission.



Copyright © 2001-2025 Place Trade Financial, Inc. -  Member FINRA, SIPC -  All Rights Reserved.




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