How do I send a wire transfer / SEPA from my bank account?
You can complete the following steps if you would like to fund your account via a wire transfer or SEPA: Log in to Client Portal and select the Transfer &…
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 submit a deposit from my bank account electronically?
The first step is to already have a linked bank account. Click here if you don’t already have a linked bank account. You can complete the following steps if you…
How do I link a bank account to my ToledoTrade account?
Please complete the following steps if you would like to link a bank account to your ToledoTrade account for deposits and withdrawals. Log in to Client Portal and select the…
How do I download my monthly statement?
You can generate an activity statement which contains information about account activity including positions, cash balances and transactions for your account. Log in to Client Portal and go to Reports…
How do I transfer an account from another broker?
The best way for US account holders to request an account transfer from another broker is through an Automated Customer Account Transfer Service (ACATS) transfer. Please complete the following steps…