Client Portal

Manage all the administrative functions of your ToledoTrade account.

Client Portal Features

Configure and manage your ToledoTrade account from a single site.

Funding

Initiate electronic transfers to and from your bank account, create deposit notifications and transfer accounts from another broker.

Statements

View your monthly statements, create custom account statements and download tax forms.

Configuration

Update account information, set up market data and upgrade to a Reg T or Portfolio margin account.

Portfolio Analysis

View your portfolio in easy-to-read statements and compare against popular benchmarks.

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.

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.

Securities and futures offered through Gar Wood Securities LLC. Member: FINRA | SIPC | NFA.