Institutions run better with a broker that listens.
You deserve to be heard.
Get the service you expect from an industry veteran and the flexibility you need for your brokerage and trading solutions.
Customizable brokerage services
Direct market access
Personalized white-glove service
Scalable trading technologies
Experience, reliability & security
Sophisticated trading and execution strategies
- Single point of security: TradeStation provides self-clearing and self-custody capabilities along with sub-second execution systems, built from more than 40 years of experience.
- Advanced trading technology: Our proprietary, award-winning trading platforms are highly customizable, with algorithmic trading capabilities and advanced analytics, including full-portfolio Monte Carlo analysis.
- Customization and scalability: We cater to the unique needs of different client types, facilitating a scalable trading experience from onboarding through execution.
- Dedicated support and expertise: With exclusive Private Brokerage support and access to experienced trading professionals, clients get escalated assistance to help drive performance.
Custom API integrations and workflow optimization
- Multiple asset classes via one API suite: TradeStation empowers institutional clients to design personalized trading workflows by integrating their preferred tools and strategies.
- Enhanced operational efficiency: The platform supports workflow integrations such as order routing, trade execution, and back-testing, enabling institutions to streamline operational processes and improve decision-making speed.
- Scalable workflow features: Access algorithmic trading, cloud-based research, centralized portfolio management and more through API integration.
- Dedicated engineering assistance: Automate repetitive tasks and manage complex trading scenarios with our support by integrating external applications directly into our trading infrastructure.
Robust risk management solutions
- Risk monitoring and controls: TradeStation provides risk monitoring, including risk-criteria customization, with regular reports generated to help mitigate financial exposure.
- Comprehensive margin management: TradeStation employs advanced margin methodologies, including Reg-T margins, SPAN margin, and house-specific strategies.
- Pre- and post-trade checks: Risk policies and checks, such as margin validations, trading intensity thresholds, and market routing limits, are applied pre- and post-trade to align with industry regulations.
- Hedging and exposure controls: TradeStation integrates hedging strategies into its risk-management framework, allowing institutions to potentially mitigate financial losses.
Scalable brokerage and clearing services
- Comprehensive brokerage solutions: TradeStation provides direct-market access and self-clearing services across diverse asset classes, including equities, options, futures, ETFs, and commodities.
- Private brokerage: Institutional clients benefit from white-glove, concierge-level support for advanced order execution, risk management, and operational scalability.
- Lending and locate services: TradeStation offers custody services to protect customer assets, as well as opportunities for fully paid lending and access to securities financing.
- Scalable technology infrastructure: The platform supports seamless API integrations, enabling clients to streamline operations, connect third-party tools, and implement customized solutions for trading and reporting.
Institutional trading expertise for sophisticated investors
Trade with a broker that speaks your language
TradeStation Institutional delivers comprehensive brokerage services, advanced trading technologies, and tailored API solutions designed to meet the rigorous demands of institutional investors and professional traders.
With over 40 years of experience, we help institutions achieve precise execution, robust risk management, and seamless integration into existing workflows. Our clearing services provide dependable infrastructure that supports sophisticated trading strategies across equities, options, futures, commodities, and ETFs.
Our flexible, open API connectivity enables seamless integration with your preferred data feeds, platforms, and analytic tools — ensuring your trading operations are fully optimized and streamlined.
Speak with our experts now
Call us
+1-800-328-1267
Monday – Friday
8.00 a.m. – 5.00 p.m. ET
Connect with the Institutional Sales Desk
This information is for institutional investor use only. This information may not be provided or forwarded to anyone that is not an institutional investor. Retail investors should not act or rely on this information.
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