Confidentiality builds trust
Empowering Your Investment Triumph
+160m
Generated in Revenue
Our dedication to navigating the complex world of finance has redefined success for our clients, enabling us to craft resilient portfolios that stand the test of time.
Personalized Indexing
EquityTradestation Tailors your portfolio precisely. Personalized Indexing: precision investing, alongside your diverse trades, for optimized, bespoke returns.
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Tax-Efficient Investing
EquityTradestation Maximizes your returns, minimize your taxes. Our tax-efficient investing strategies complement your stock, crypto, forex, and commodity trades, building wealth that lasts.
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Personal Trust Services
EquityTradestation Diversifies beyond trading. Secure your legacy. Our Personal Trust Services offer tailored wealth preservation alongside your stock, crypto, forex, and commodity investments
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Trading & investing
Wealth and Investment Management Solutions
In today’s complex and dynamic financial landscape, navigating the world of wealth and investment can be a daunting task. That’s where our comprehensive wealth and investment management solutions come into play. We are your trusted partner, dedicated to helping you achieve your financial goals and secure a prosperous future.
Invest the way you want to
Your Choice Our Goals
investing the way you want to whether you are an active trader or investing in the future, we can help you reach your goals
Maximize Your Success
Unlock unparalleled financial growth. Partner with us for expert guidance, tailored strategies, and lasting prosperity.
Your pathway to financial triumph starts here
Create Your Budget
Need an easy way to create a budget? Our personalized tool can make you a budget in a few simple steps. Take control of your money and see how much of your income is going toward expenses and what you have left over so you can accomplish your savings goals.
Let’s Shape Your Financial Future
eady to take the next step towards financial prosperity? Reach out and connect with our expert team. Whether you have questions, need advice, or seek personalized solutions.
[email protected]
Keep in mind that investing involves patients . The value of your investment will fluctuate over time.
$0.00 commission applies to online U.S. equity trades and exchange-traded funds (ETFs) in a Equitytradestation retail account only for Equitytradestation Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). Other exclusions and conditions may apply. A limited number of ETFs are subject to a transaction-based service fee of $100. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Equitytradestation Institutional® are subject to different commission schedules.
1. For a distribution to be considered qualified, the 5-year aging requirement has to be satisfied, and you must be age 59½ or older or meet one of several exemptions (disability, qualified first-time home purchase, or death among them).
2. Be sure to consider all your available options and the applicable fees and features of each before moving your retirement assets.
3. Zero account minimums and zero account fees apply to retail brokerage accounts only. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs) and commissions, interest charges, or other expenses for transactions may still apply.
The Equitytradestation Cash Management Account is a brokerage account designed for spending and cash management. It is not intended to serve as a customer’s main account for securities trading. Customers interested in securities trading should consider a Equitytradestation Account®.
Equitytradestation advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Equitytradestation Brokerage Services LLC (EBS), a registered broker-dealer. Whether a Equitytradestation advisor provides advisory services through Strategic Advisers for a fee or brokerage services through EBS will depend on the products and services you choose.
Equitytradestation was named NerdWallet’s 2024 winner for Best Broker for Beginning Investors, Best Online Broker for IRA Investors, Best App for Investing, Best Online Broker for Bond Investors, and 5 stars for Best Accounts for Stock Trading Results based on evaluating 16 brokers per category. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.
StockBrokers.com 2024 Annual Awards, January 2024: Fidelity was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2024 Annual Awards. Brokers were each assessed within nine primary categories: Commissions & Fees, Research, Platforms & Tools, Mobile Trading Apps, Investment Options, Customer Service, Education, Ease of Use, and Overall.
Investopedia, March 2025: Equitytradestation was named Best Overall online broker, Best Broker for ETFs, and Best Broker for Low Costs, among 25 companies.
The Equitytradestation Investments logo is a registered service mark of EMR LLC.
The images, graphs, tools, and videos are for illustrative purposes only.
Equitytradestation Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
782377.114.0