Ditto Trade Knowledge Base
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Overview
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Recent
New Additions
»
Recently Added
(2)
»
Introducing "My Ditto"
DittoSync your portfolio
Account Information
»
Opening an Account
(8)
»
What is the difference between Professional and Non-Professional Subscribers and how are they charged for real-time data?
Opening a Trust Account with Ditto Trade
Opening an Individual Account
Transferring funds into/out of an acc...
(5)
»
The available options to transfer funds into and out of my Ditto Trade account
ACH Relationships-Transferring funds from your bank
Creating an ACAT Request (Transferring funds from/to another Brokerage Firm)
Account Maintainence
(12)
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Finding Monthly Statements and other Account Information
Closing an account
Changing Statement Delivery Method to e-mail only
Services
»
Following a Service
(8)
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Detaching from a position
Policy regarding Signal Service (Followers position sizing)
How to receive alerts via mobile & e-mail alerts
Offering a Service
(4)
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What happens after my request to offer a service is sent?
FAQs and Policies on offering a Signal Service
Compliance Expectations, Disclaimer and Relationship to Ditto Trade
Trading Platforms for Lead Traders
(1)
»
DT²
Trading Platforms for Followers
(1)
»
Mobile App
Trading
»
Equities Trading
(1)
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What are Equities?
Options Trading
(4)
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Option Exercises and Assignments Policy
What are options?
Trading Options
Trading on Margin
(1)
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What is margin trading?
Day Trading
(2)
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What is Day Trading?
How to Open a Day Trading Account
Additional Trading Basics
(6)
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Shorting & Writing Covered Calls*
Unavailable on Ditto Trade at this time
Different Order Types
Trading Platforms
»
DT²
(2)
»
Webinar Introducing DT²
DT² overview
Follower's Dashboard
(2)
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How to size your position when following a signal service
Trade Management
Lead Trader's Dashboard
(3)
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Adding to a position
Modifying a position
Scaling out of a position on the Lead Trader's Dashboard
Mobile App
(5)
»
Mobile App Overview
Trade Alert Settings
Trading of an Alert
Brokerage Information
»
About Us
(2)
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Web Street Securities
Apex Clearing Corporation
Fees
(1)
»
Fees
Security
(2)
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How can I protect my username and password?
Is my account secure?
Forms
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Tax & Legal
(3)
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Transfer on Death Agreements
W-9
Limited Trading Authorization
Account Management
(6)
»
Account Transfer Request (ACAT)
Securities Transmittal
Stock Power
Real Time Quote Agreements
(2)
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NASDAQ (includes NYSE and AMEX) Online Subscriber Agreement
OPRA Electronic Form of Subscriber Agreement
Retirement Accounts (IRAs)
(7)
»
IRA Deposit Slips
Roth IRA Application
IRA Conversion Request
Account Documents
(8)
»
Margin Agreement
Options Agreement
New Account Application
Lead Trader Program
(2)
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Vendor Agreement Form
Lead Trader Subscription
Joint Accounts
(4)
»
Joint Account- Tenants by Entirety
Joint Account-Tenants in Common
Joint Account-Community Property
Disclaimers
»
Disclaimers
(6)
»
Disclaimers
Lead Trader Disclaimer
Rule 606 Quarterly Report
Useful resources
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