Estate planning at TradeStation
How to protect 14 TradeStation accounts — manage beneficiaries by phone, fund a trust online, and file death claims
Client Experience & Technical Support
TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324
Client Experience & Technical Support
TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324
Client Experience (death notification) / Account Services (claim documents)
TradeStation Securities Inc, Attn: Account Services, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324
TradeStation has 14 investment accounts, each with different rules for what happens when the account holder dies. Of those, 8 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
TradeStation lets account holders update beneficiary designations by mail and by phone, typically taking 15-20 minutes to complete, processing time varies. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
TradeStation has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries by phone, fund a trust online, and review 14 account types at TradeStation.
View details →When someone dies
Death claim process
4-step process, 8 required documents, and contact information for survivors.
View details →
Sources
Data sourced from TradeStation primary sources (16 pages reviewed). How we research.
Client Experience & Technical Support
TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324
Client Experience & Technical Support
TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324
Client Experience (death notification) / Account Services (claim documents)
TradeStation Securities Inc, Attn: Account Services, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324
Estate planning articles
Learn how to protect your TradeStation accounts and other assets with trusts, beneficiary designations, and estate planning documents.
