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  • TradeStation Securities Unveils HUB to Enhance Onboarding and Account Management Functions

TradeStation Securities Unveils HUB to Enhance Onboarding and Account Management Functions

financialHR TechnologyNews
By Business Wire On Dec 10, 2024
TradeStation Securities Unveils HUB to Enhance Onboarding and Account Management Functions

HUB streamlines the onboarding process for applicants and delivers an improved account-management experience

TradeStation Securities, Inc. (“TradeStation Securities”), an award-winning†, self-clearing online brokerage firm for trading stocks, options, futures, and futures options, announced the launch of HUB, an enhanced central portal designed to provide applicants and clients with a more streamlined experience. TradeStation’s HUB will replace its current Client Center, which is an online resource for TradeStation clients to access their account information, customer profile, tax preparation, and support tools.

HUB will improve TradeStation’s account application and onboarding process, making it faster and easier to open an account, fund it, and begin trading. By consolidating a wide array of resources, including TradeStation’s trading platforms, trade ready checklist, account management tools, allocation breakdown, portfolio highlights, tax documents, and help and support, HUB is designed to provide a seamless user experience, enabling traders to move effortlessly between tools and services. These improvements are part of TradeStation’s ongoing commitment to deliver institutional-grade services tailored to meet the needs of traders. HUB is already live, and initial results show that it has achieved a 35% adoption rate for clients within the first 30 days of its launch.

“The newly released HUB reflects that commitment, enabling traders to confidently manage their portfolios, optimizing every touchpoint from onboarding to trading. These updates aim to provide our clients with the tools and resources that support their strategies, fueled by the same drive and passion that defines our heritage.”

Read More : HRTech Interview with Henri Nordström, CEO at Jobilla

“Our mission is to create the ultimate trading experience for our clients and provide them with a direct and efficient path to engage with our tools and resources,” said John Bartleman, President and Chief Executive Officer of TradeStation Securities’ parent company, TradeStation Group, Inc. “By integrating all of our trading platforms and self-service features into one place, we’re delivering an experience created by traders, for traders—designed with the speed, personalization, precision, and convenience they demand.”

“We’re continuously evolving our platform with the goal of meeting the highest standards of traders,” said Peter Korotkiy, President and Chief Operating Officer of TradeStation Securities. “The newly released HUB reflects that commitment, enabling traders to confidently manage their portfolios, optimizing every touchpoint from onboarding to trading. These updates aim to provide our clients with the tools and resources that support their strategies, fueled by the same drive and passion that defines our heritage.”

Read More: How Embedded Finance Can Supercharge Payroll Solutions

[To share your insights with us, please write to psen@itechseries.com ] 

Account Management FunctionsKorotkiyNEWSOnboarding ProcessPresidentTradeStation GroupTradeStation Securities
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Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure.
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