How do I enable two-factor authentication for Handy Trader?
Handy Trader provides an extra layer of security for your account when you log in to your ToledoTrade account. Handy Trader uses Face ID, finger print technology or a PIN…
How do I update my address?
Log in to Client Portal > Settings > Account Settings In the "Profile" section, click the "Edit" (pencil) icon for the profile you would like to edit Update the relevant…
How do I update by phone number?
To update your phone number: Log in to Account Management > Settings > Account Settings. In the "Profile" section, click the "Edit" (pencil) icon for the profile you would like…
When are tax forms available?
You can access the following tax forms by these dates: Consolidated 1099: On or before February 15 Form 1099-R: On or before January 31 every calendar year Form 5498: No…
How do I download my tax form?
Tax forms are available through Account Management. Go to Reports > Tax > Tax Forms to view the tax forms currently available for your account.