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  • More
    • 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

Retirement Planning

Individual, Small Business & Enterprise

Retirement Plans
Individual Retirement PlansRollover IRAsSmall Business & Enterprise Retirement Plans

Individual Retirement Plans

Individual Retirement Plans

Roth IRA & Traditional IRA

Roth IRA and Traditional IRA accounts may be opened in Brokerage and Investment Company* accounts. 


Choose a Brokerage Account to Trade: US and international stocks as well as ETFs, U.S. equity index options, mutual funds, treasuries, global corporate bonds government bonds and more.

 

*For mutual funds held fund direct. 

Open an IRA
Individual Retirement Plans

Rollover IRAs

Rollover your old 401(k), Roth IRA or Traditional IRA into a Brokerage or an Investment Company* IRA. 


Choose a Brokerage Account to Trade: US and international stocks as well as ETFs, U.S. equity index options, mutual funds, treasuries, global corporate bonds government bonds and more. 


*Mutual funds held fundirect.

Begin Rollover - Call 919-719-7200 for more info

Call 919-719-7200 today for more information!

Ready to Roll?

Before You Rollover Your Retirement Plan

Prior to rolling over your old 401(k) or another retirement account: 

You need to consider costs, investment options, tax implications, available services, when you will need the money and more. 


If you choose to work with a financial professional: 

Before recommending a rollover or specific investments, your financial pro will review a number of important factors necessary to gain a reasonable basis and belief that the rollover and/or specific investment is suitable for you. Your financial pro will consider factors like fees, investment options, tax implications, your individual needs and more, all while acting in the best interest.



Invest Your Way

Choose a self-directed IRA (where you trade online and select your own investments) or call 919-719-7200 today to work with an experienced financial professional* who may help you with financial planning and investing. *Full service fees apply when working with a financial professional. 

Open An IRA Today

Small Business & Enterprise Retirement Plans

Qualified Plans

We offer qualified plans through Brokerage accounts, Investment Company* accounts or we may work directly for you through your payroll provider (on new or existing plans). 


Qualified Plans that we may offer include:

  • SEP IRA
  • SIMPLE IRA
  • Payroll Deduction IRA 
  • Solo 401(k)
  • Roth 401(k) 
  • Traditional  401(k) 
  • Safe Harbor 401(k)
  • Automatic Enrollment 401(k) - QACA
  • Profit Sharing 
  • Defined Benefit 


If you open a SEP IRA or have your own retirement plan document, you may open a brokerage account using the link below. (Choose the SEP IRA option for a SEP IRA or the Investment Trust account for all other retirement plan options for which you have a plan document.)


If you do not have your own plan document or would like to have us work with your payroll provider, please call us today at 919-719-7200. 


Choose a Brokerage Account to Trade: US and international stocks as well as ETFs, U.S. equity index options, mutual funds, treasuries, global corporate bonds, government bonds and more. Please note that some investment options may not be suitable for all investors and some may not be available in a qualified plan. View more information on brokerage Account Types by clicking here.


*Invest in mutual funds only.


Please note that investment company accounts are available for each of the retirement account types that are listed above.

Open A Brokerage Account for your qualified plan - Call 919-719-7200 for more info
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All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. 

Additional Information

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. 


Brokerage products are NOT FDIC insured or bank guaranteed and may lose value. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.


PLACE TRADE®, PTSM, PTFSM, PlaceTrade.com™, Place TraderSM, Place Trader WorkstationSM, The Smart Place to Trade™, The Smart Place for your IRA™, The Smart Place for your 401(k)™, The Smart Place to Trade Options™  Financial Quarterback™, Jonesitus™ and The Bond Queen™ are service marks and/or trademarks of Place Trade Financial, Inc.


Please note that while Place Trade strives to offer extremely low overall trading costs, we would like to remind investors that there will be trading costs associated with investing, trading and holding a brokerage account. 


Brokerage commissions and exchange fees along with potential other account fees, fund expenses and service fees may apply. Expenses related to your investment account may vary depending on the type of investments that you choose to hold, type of account, level of activity, account balance, tax withholding or other possible factors. Please consider your overall trading costs prior to investing.   


The information on this website is for discussion and information purposes only. Nothing contained herein should be considered as an offer to buy or sell any security, securities product or service, nor should be considered as investment, legal or tax advice. 


Place Trade Financial is a registered broker dealer (Member FINRA/SIPC) however it is not registered in all states or jurisdictions. 


Place Trade does not solicit securities, products or services in any jurisdiction where it is not authorized to do so. Please contact Place Trade Financial at 1-800-50-PLACE (1-800-507-5223) or 1-919-719-7200 for further information. Systems response and access times may vary due to market conditions, system performance as well as other factors. All accounts are accepted at the discretion of Place Trade Financial.

Place Trade Financial, Inc. does not provide investment advice to online trading clients/accounts, online institutional accounts or any other individual or account that is not specifically set up as a full service client and on a full service commission and fee schedule. Place Trade Financial, Inc. will only provide investment advice to full service clients that are specifically set up for full service trading and advice. (Full Service clients work with experienced financial consultants and pay full service commissions and fees which are different than online trading commissions and fees.) To take advantage of both our Online Trading and Full Service flexible client benefits please call 1-919-719-7200 today! Documentation for any claims and/or statistical information will be provided upon request. Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.


The risk of loss in trading stocks, bonds, mutual funds, options, and other securities can be substantial. Options are not suitable for all investors. For more information please read the "Characteristics and Risks of Standardized Options" guide prior to trading options along with the relevant risk disclosure statements on our website.


Trading on margin is only for sophisticated investors with high risk tolerance. You may lose more than your initial investment. (The amount you may lose may be greater than the amount that you started with or more simply put; you can lose more than the amount that you actually put into an investment when trading on margin.) Please follow these links for additional information regarding trading on margin and margin loan rates.


IMPORTANT: The projections or other information generated by any investment analysis tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.

Place Trade does not offer futures or forex trading at this time.  

Place Trade Financial, Inc. does not provide tax advice to online trading clients/accounts, online institutional clients/accounts or any other individual or account at any time. Please speak with your own personal tax advisor, CPA or tax attorney prior to making tax related decisions.


Please Note: Any symbols displayed are for illustrative purposes only and do not portray a recommendation. Apple, the Apple logo, iPod, iPod touch, and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. iPhone is a trademark of Apple Inc. App Store is a service mark of Apple Inc.


This website includes links to other third party sites. Any links to third party sites, including any site that does not specifically include PlaceTrade.com in both the URL/domain name title, frame source code and ICANN's WHOIS database, are not owned or controlled by Place Trade Financial, Inc. Place Trade cannot be responsible for the content, policies, procedures, media, source code, systems, security, certificates, instrumentalities, patents, trademarks, copyrights, original art, algorithms, configuration or any other function, form or facet of websites that it does not own or control including any other sites that may be referred or linked either to or from such sites, whether specifically stated, used or implied in any way. For information regarding other websites, please contact those websites or companies directly.


31 countries include both countries and territories.

Learn More

Please contact us at (919) 719-7200 for additional information or to obtain a copy of our latest disclosures. While we have provided a link for more information below, we recommend reaching out to us directly to ensure that you have the most up-to-date information before making any investment decisions.

Find out more
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  • Order Routing Practices
  • Privacy Policy
  • Modern Slavery
  • Reg BI & Form-CRS
  • 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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