Login

You may enter orders or check account information in your Trading Direct brokerage account custodied through Axos Clearing, LLC:

Axos Clearing, LLC Trading Direct Full Account Access: Login here
Above link opens a new browser tab to: https://tradingdirect.automatedfinancial.com. 
Should you have any difficulities with login, please contact us.
tradingdirect.automatedfinancial.com terms of use {pdf}.

 

 

Trading Direct underwent a clearing agent conversion from Pershing LLC to Axos Clearing LLC on July 15th 2019. If you need prior monthly statements, confirms, or other documents from July 2019 and earlier, you may still login to our former client website to obtain these records:

Pershing (former clearing agent) Archived Account Records Access: Login here
Above link opens new browser tab to: https://www.netxinvestor.com. Where it asks for the "Financial Org Number", enter "QYK".
Access to this site will be available through 2020.