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User Guides & FAQs

FAQs - Get Fast Answers to Our 

Most Common Questions:

  • Client Portal FAQs
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  • TWS User Guide  
  • Security Search: Find Stock Symbols, Margin Requirements for Specific Securities & More
  • Call us at (919)719-7200

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  • Log into your Client Portal 
  • Fund Your Account
  • Cash Deposits & Withdrawals
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  • Transaction Status
  • Client Portal FAQs are located under the Trading Platforms section.

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Accounts & Applications

Accounts & Applications

Accounts & Applications

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  • Application Status
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  • Change Address, Phone Number & More

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Trading & Margin

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  • Find a Stock Symbol/Security Search
  • Corporate Actions
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Security & Account Protection

Security & Account Protection

Security & Account Protection

  • Reset Password
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  • SMS as Two-Factor Authentication
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  • Replacement

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Taxes & Tax Forms

Security & Account Protection

Security & Account Protection

  • Cost Basis Information
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  • Tax Forms (1099s & More) 
  • W8/W9

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Mobile & Global Trading Apps

Mobile & Global Trading Apps

Mobile & Global Trading Apps

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  • Handy Invest for Mobile Investing Around the World
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Desktop Online Trading

Mobile & Global Trading Apps

Mobile & Global Trading Apps

  • Log into QuickTrade Via Account Management/Client Portal
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  • Get Help > TWS User Guide 
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Download Place Trader Workstation

Retirement Planning

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Retirement Planning

  • Individual (IRAs)
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  • IRA & 401(k) Rollovers

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Do You Need Help With Something Else?

Give us a call us at 919-719-7200 or send us an email for additional information on any of our products and services. No sales calls, please.

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Page last updated 2 April 2025 Contact PT for updates.

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Additional Information

 

The risk of loss in online trading of stocks, options, foreign equities and fixed income can be substantial.


Options involve risk and are not suitable for all investors. For more information read the Characteristics and Risks of Standardized Options, also known as the options disclosure document (ODD). Alternatively, please contact PT Customer Service to receive a copy of the ODD. Before trading, clients must read the relevant risk disclosure statements on our Warnings and Disclosures page. Trading on margin is only for experienced investors with high risk tolerance. You may lose more than your initial investment. For additional information about rates on margin loans, please see Margin Loan Rates. The amount you may lose may be greater than your initial investment. Structured products and fixed income products such as bonds are complex products that are riskier and not suitable for all investors. Before trading, please read the Risk Warning and Disclosure Statement.


33 countries include both countries and territories.

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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.



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