NinjaTrader
Subsidiary of NinjaTrader Group, LLC (wholly owned by Payward, Inc. d/b/a Kraken)
ninjatrader.comWhat to do when a NinjaTrader account holder dies
Report the death to NinjaTrader Client Services at 1-800-496-1683
When an account holder at NinjaTrader passes away, the next step depends on how the investment accounts were set up. Accounts with beneficiary designations or trust ownership transfer outside of probate. Accounts titled solely in the deceased's name require the estate's legal representative to work with NinjaTrader Client Services (1-800-496-1683) to access and distribute the funds.
Death claim process
Follow these steps to file a death claim with NinjaTrader:
Filing a claim
Required Documents
- Death certificateA picture is accepted.
- A legal document assigning the estate executor, signed by a judgeSuch as Letters of Office, Letters of Authority, or an Order appointing Fiduciary. A Notary Public is not acceptable.
- Mailing address of the Estate
What happens to each kind of account4
- Account in one name
NinjaTrader offers no beneficiary designation on an individual account, so the balance is requested by the estate with the documents above.1
- IRA
The IRA is held through a third-party custodian (Equity Trust, Midland IRA, or Advanta IRA), and all funding and withdrawals go through the custodian rather than the NinjaTrader Dashboard.1
- Trust account
A trust account is a Business Entity account, owned by the trust, not by an individual.1
- Business account
A Business Entity account (corporate, LLC, partnership or trust) is owned by the entity or trust, not by an individual.1
Accounts handled elsewhere1
- NinjaTrader Emergency Trade Desk
Emergencies involving open positions on a live NinjaTrader Brokerage account: flattens positions, cancels orders1
Not in NinjaTrader's published guidance6
- A department for deceased-customer accounts
- A claim form
- How long a claim takes
- A mailing address for claim documents
- An email address for claim documents
- A fax number for claim documents
NinjaTrader Client Services can be reached by phone at 1-800-496-1683 and email at support@ninjatrader.com for questions throughout the claims process.
Sources
Data sourced from NinjaTrader primary sources (16 pages reviewed). How we research.
NinjaTrader death claims support
NinjaTrader Client Services
Phone
Hours
Website
Estate planning articles
Learn how to protect your NinjaTrader accounts and other assets with trusts, beneficiary designations, and estate planning documents.
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Forms for Settling an Estate
Free forms for settling an estate: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.
Notice to Creditors
Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.
Renunciation of Executor
Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.
Affidavit of Heirship
Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.
Small Estate Affidavit
Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.
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Free tools for settling an estate: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.
How Many Death Certificates Do I Need?
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Do I Need Probate?
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Do I Have to File Tax Returns for Someone Who Died?
Find out which tax returns need to be filed after someone dies and whether tax clearance is required.
How Do I Settle an Estate?
Personalized plan for settling an estate after someone passes away.
What Do I Do When Someone Dies?
A step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
How Much Are Estate & Inheritance Taxes?
Calculate federal estate tax, state estate tax, and inheritance tax for an estate.
