Tour

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 screen below...

Trading Direct Client Site Tour: Portfolio

After selecting "Portfolio" in the top-navigation menu, you may then choose to view either Balances, Holdings, History, Etc in the sub-navigation menu.  Illustrations below... 

Location: Balances

From the Balance screen, view the credit or debit balance, along with the current market value of positions held, and the net equity, either in a single account, or the aggregate of all linked accounts.

Margin account holders may also view the margin buyer power, day-trade buying power, withdrawable funds, and any funds due figures in the "Key Values" section on the left-hand side of the screen.

Demo




Location: Holdings

From the Holdings screen, view the current holdings for a single account, or an aggregate of all accounts linked.

Demo Holdings


Location: History

From the History screen, view all, or a specific type of entry in a single account or group of linked accounts. This screen may also be filtered by time period and symbol.

Demo History

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 Trading screen...

Trading Direct Client Site Tour: Trading

After selecting "Trading", make a further selection for either New Order or Order Status.  Illutstrations below...

Location: Stocks & ETFs

Use the 'Stocks & ETFS' screen to enter equity orders for common stocks, preferred stocks, and ETFs.

Demo


Location: Mutual Funds

Use the Mutual Funds screen to input your open-end mutual fund (5-letter symbol ending in "X") orders.

Demo


Location: Options

Use the Options screen to either:
• Buy puts and calls to open (and subsequently sell puts and calls to close)
• Sell covered calls to open (and subsequently buy covered calls to close)
• Sell uncovered put to open (and subsequently buy uncovered puts to close)

Demo


Location: Order Status

Use the Order Status screen to check the status or attempt to edit or cancel an order. This screen may be sorted by the various column headings, and filtered by trade status or symbol.

Demo

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 Research screen...

Trading Direct Client Site Tour: Research*

After selecting "Research", make a further selection for either Markets, Quotes, or Tools.  Illutstrations below...

Location: Markets

Use this section of research to view pages for US Markets, News, Events Calendar, and Sectors & Industries

Demo-Research A
Demo-Research A


Location: Quotes & News

Use this section of research to view pages for quotes, news, headlines, and third party research reports.

Demo-Research B
Demo-Research B


Location: Investing Tools

Use this section of research to view pages for screeners, comparisons, watch lists, and to set your custom alerts.

Demo-Research C


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

* The Research content shown above is provided to clients who meet a minimum level of account assets or commission revenue.