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Products & Services

At Place Trade Financial, we never base our services solely on trading activity. Our customers receive the same commission rate and level of service no matter how many trades they make. All Place Trade Financial account holders receive free real-time stock and option quotes.

Advice & Planning

Whether you are a proud do-it-yourselfer or 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. All of our clients received unlimited real-time stock, option, bond and mutual fund quotes online.

Mutual Funds

Place Trade Financial offers a wide variety of mutual funds including no-transaction fee funds through the Mutual Fund Mall. Also take advantage of our Mutual Fund Expense Analyzer for determining how fees can impact your returns.

Business Retirement Plans

Whether you have one employee or several thousand employees, Place Trade Financial will be happy to talk to you regarding your business retirement plan options.

Wealth Management

A wealth management account gives you the freedom to consult with your advisor for personalized advice and guidance or rely solely on your own judgment. You can choose from a variety of investments including equities, fixed income, mutual funds, ETF's, UIT's and more.

Stocks & Options

Place Trade Financial offers you the freedom to trade on your own or with the help of an experienced financial professional

VoiceBroker

Take advantage of the convenience of speech-recognition. Get quotes, place orders and check positions through this automated system.

VoiceBroker:
1-800-207-7907

College Planning

Place Trade Financial offers access to college savings plans for individuals and groups. If your company has 250 or more employees, contact us about setting up a group college savings plan. It's a great way to save for college through payroll deductions!

IRAs

Choose an IRA with no annual maintenance fee, no inactivity fees and a zero minimum to open your account.


Online Features
  • Unlimited Real-Time Quotes
  • Option Montage
  • Link multiple accounts to one username
  • Customized session time-out
  • 18-Month Transaction History
  • Market Data
  • IPO Access
  • Customizable Quote Lists & Portfolios
  • Calculators
  • Set and customize a default start page
  • Portfolio Management
  • Account History Filters
  • E-mail ConfirmationsEnhanced Security