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OverviewPreparing your estateWhen someone dies
OverviewPreparing your estateWhen someone dies
SimplyTrust forms
Letter of Instruction
Home→Financial Institutions→TradeStation

Estate planning at TradeStation

How to protect 14 TradeStation accounts — manage beneficiaries by phone, fund a trust online, and file death claims

TradeStation

Subsidiary of Monex Group, Inc.

tradestation.com→
TradeStation logo

Client Experience & Technical Support

Phone(954) 652-7900
Toll-Free1-800-822-0512
Mailing Address

TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324

Trade Desk (stocks/options, Monday-Thursday 7:30 a.m. - 6:30 p.m. ET; Friday to 5:00 p.m. ET)
1-800-822-0512
Transfer on Death Account Agreement questions line (printed on the form)
1-800-871-3570
Transfer on Death Account Agreement questions line (direct)
954-652-7920
WebsiteLearn more→

Client Experience & Technical Support

Phone(954) 652-7900
Toll-Free1-800-822-0512
Mailing Address

TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324

Trade Desk (stocks/options, Monday-Thursday 7:30 a.m. - 6:30 p.m. ET; Friday to 5:00 p.m. ET)
1-800-822-0512
Transfer on Death Account Agreement questions line (printed on the form)
1-800-871-3570
Transfer on Death Account Agreement questions line (direct)
954-652-7920
WebsiteLearn more→

Client Experience (death notification) / Account Services (claim documents)

Phone(954) 652-7900
Toll-Free1-800-822-0512
EmailClientExperience@TradeStation.com
Mailing Address

TradeStation Securities Inc, Attn: Account Services, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324

WebsiteNotify online→
Verified Jul 2026

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 →
SimplyTrustSimplyTrust Editorial·Updated July 12, 2026

Sources

  • tradestation.com
  • cdn.tradestation.com
  • brokercheck.finra.org
  • getstarted2.tradestation.com

Data sourced from TradeStation primary sources (16 pages reviewed). How we research.

TradeStation

Subsidiary of Monex Group, Inc.

tradestation.com→
TradeStation logo

Client Experience & Technical Support

Phone(954) 652-7900
Toll-Free1-800-822-0512
Mailing Address

TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324

Trade Desk (stocks/options, Monday-Thursday 7:30 a.m. - 6:30 p.m. ET; Friday to 5:00 p.m. ET)
1-800-822-0512
Transfer on Death Account Agreement questions line (printed on the form)
1-800-871-3570
Transfer on Death Account Agreement questions line (direct)
954-652-7920
WebsiteLearn more→

Client Experience & Technical Support

Phone(954) 652-7900
Toll-Free1-800-822-0512
Mailing Address

TradeStation Securities Inc, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324

Trade Desk (stocks/options, Monday-Thursday 7:30 a.m. - 6:30 p.m. ET; Friday to 5:00 p.m. ET)
1-800-822-0512
Transfer on Death Account Agreement questions line (printed on the form)
1-800-871-3570
Transfer on Death Account Agreement questions line (direct)
954-652-7920
WebsiteLearn more→

Client Experience (death notification) / Account Services (claim documents)

Phone(954) 652-7900
Toll-Free1-800-822-0512
EmailClientExperience@TradeStation.com
Mailing Address

TradeStation Securities Inc, Attn: Account Services, 8050 SW 10th Street, Suite 2000, Plantation, FL 33324

WebsiteNotify online→
Verified Jul 2026

Estate planning articles

Learn how to protect your TradeStation accounts and other assets with trusts, beneficiary designations, and estate planning documents.

Estate planning articles

Learn how to protect your TradeStation accounts and other assets with trusts, beneficiary designations, and estate planning documents.

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Robert Kiyosaki on Trusts: A Structural Necessity

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Ramit Sethi on Estate Planning: Start With a Living Trust

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