Trading Direct has undergone a conversion between clearing agents, from Apex Clearing to Pershing, LLC. Balances & positions now reside in your Trading Direct account custodied at Pershing, LLC.
Initial login instructions:
• User name: remains the same for most users. Note: If your user name contained spaces or special characters, they have been removed, as they are not accepted on this platform. The remainder of your user name stays the same.
• Initial (Existing) Temporary Password: Please emailinfo@tradingdirect.comor call Trading Direct at 1-800-925-8566 or 212-766-0230 to obtain your initial temporary password.
• After initial login, there will be a prompt to re-enter your existing password. Your existing password is the temporary one provided to you by Trading Direct. It is not your old (previous) password!.
• You will then be asked to create a new password of your choice.
The new password must...
• Contain a min of 8 and max of 12 characters
• Contain atleast one alpha and 1 numeric character
Follow on-screen instructions. If you cannot login, please Contact Us.