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Client Portal

Manage all the administrative functions of your ToledoTrade account.

Client Portal Features

Configure and manage your ToledoTrade account from a single site.


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


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


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.