In the “Profile” section, click the “Edit” (pencil) icon for the profile you would like to edit
Update the relevant fields
Click “Continue” to advance through the screens
If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent to you via email, then click CONTINUE. If you have not received a confirmation number, click Request Confirmation Number to have a new confirmation number sent to your email address.
Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.
To update your phone number: Log in to Account Management > Settings > Account Settings.…
Carefully consider the investment objectives, risks, charges and expenses of any investment company before investing. A prospectus contains this and other important information. Contact us at 727-339-6868 for a copy. Read carefully before investing.
* Account transfer reimbursement program award is available for eligible ToledoTrade clients. Receive up to $100 back of your previous broker's transfer fee when you complete a full account transfer of at least $10,000. Client must submit their account statement or a screenshot showing their activity on the Account Transfer Reimbursement Promotion page to receive a reimbursement. Credit will be processed within five business days of receipt of acceptable paperwork. This offer is not available to accounts that have been previously closed or transferred out. This offer does not apply to Termination, Maintenance or IRA fees. This offer can be combined with other offers and can be used for multiple accounts but the maximum promotional award in any given calendar year mat not exceed $599. Offer is not valid for employees of ToledoTrade or employees of other affiliated companies. ToledoTrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
** Referral program award is available for eligible ToledoTrade clients. Receive $50 for each friend you refer to ToledoTrade who funds their account within 90 days of opening their account. Referral credit is given within 30 days of the referral funding their account with a minimum of $10,000 (or USD equivalent). IRA accounts and residents of Spain are currently not eligible for this promotion. Referral must not reside in the same household and/or share the same mailing address. Offer is not valid for internal transfers. Both the referrer’s account and referral’s account must be active and opened on the date of award. By referring friends via email you agree to allow us to send an email on your behalf giving them the opportunity to open a qualifying ToledoTrade account. Due to the confidential nature, we cannot disclose any information about qualifying accounts opened by the friends you invite. This offer can be combined with other offers but the maximum promotional award in any given calendar year may not exceed $599. ToledoTrade reserves the right to restrict or revoke this offer at any time. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.
Market volatility, volume, and system availability may delay account access and trade executions.
ToledoTrade and its affiliates do not provide tax advice, and you should always consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.
Any specific securities or types of securities used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation to invest in, or liquidate, a particular security or type of security.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value. The SIPC provides brokerage account protection.
ToledoTrade is a division of Gar Wood Securities, LLC. Brokerage services provided by Gar Wood Securities, LLC., member FINRA | SIPC | NFA.