Trading Direct

Tour Overview

Trading Direct Client Site Tour: Overview/Summary

Upon logging into your account, the first page you will see is the "Overview/Summary".

From this page, you may view a snapshot of a single account, or an aggregate of all accounts combined, by making a selection in the "Viewing" drop-down box.

To view a new page, make the selection in the top-navigation menu. Click on either: Portfolio, Transact, Research, Tools, Communications, or click on the Customer Service Rep image at top left for contact and other information.

A sub-navigation menu will then open to make a further selection.  (Portfolio choices displayed in screen-shot below).

Other top-navigation choices at top-right are for E-delivery (Go Paperless icon), Major Market Indicies (up arrow icon), Messages (envelope icon), and Account Settings (gear icon).

Tour Overview Image
Tour Overview Image

Content displayed in above images copyright 2016 Pershing LLC, and copyright 2016 Trading Direct, a division of York Securities, Inc.

Next: Continue tour with the Portfolio screens...