Search Query

Online Features

Whether you are a proud do-it-yourselfer or you are in need of a competent financial quarterback to assist you with your investments, Place Trade Financial is the smart place to invest for your financial future. Our online help system allows you to choose a topic from the main menu for specific terms and definitions along with a centralized glossary for your convenience. Online features include:

Online Trading Features
Unlimited Real-Time Stock, Option and Mutual Fund Quotes, including:
  • Quote Lists
  • Symbol Lookup
  • Bond Interest Rates
  • Notification Alerts
Customizable Quote Lists and Portfolios
Option Montage
Calculators, including:
  • Adjusted Cost Basis
  • Annulity Payout
  • Basic Investment
  • Bond Yield
  • Future Value
  • Income Calculator
  • Interest Rate
  • Mortgage Calculator
  • Paycheck Calculator
  • Present Value
  • Rate of Return
  • Stock Calculator
Link multifple accounts to one username
Set and customize a default start page
Customized session time-out
Real-time account balances
Portfolio Management
18-Month Transaction History
Account History Filters
Market Data Including:
  • Market Overview
  • Market Action
  • Market News
E-mail Confirmations & Alerts
IPO Access
Enhanced Security