Customisable brokerage services
Direct market execution
Personalised white-glove service
Scalable trading technologies
Experience, reliability & security

Sophisticated trading. Precise execution.
- Single point of security: With self-clearing, self-custody, and sub-second trade execution – backed by over 40 years of experience – TradeStation is built for reliability.
- Advanced trading technology: Customisable proprietary platforms with algorithmic trading capabilities and advanced analytics, including full-portfolio Monte Carlo analysis.
- Built for scale: From onboarding to execution, our platform is designed to meet the needs of a range of client types and trading strategies, and scale in line with your needs.
- Expert support when you need it: Our exclusive Private Brokerage service connects clients with experienced trading professionals, providing dedicated trading support to your team.

Tailored API connectivity and workflow optimization
- Multi-asset access through one API: Institutional clients can design and deploy tailored trading workflows across multiple asset classes, integrating existing tools and strategies via a single API suite.
- Streamlined operational performance: Supporting integrations across order routing, trade execution, and backtesting, the platform helps institutions reduce operational friction and accelerate decision-making.
- Adaptable workflow capabilities: From algorithmic trading and cloud-based research to centralised portfolio management, our API integration unlocks a broad range of scalable features suited to evolving institutional needs.
- Engineering support for complex integrations: Connect third-party applications directly into TradeStation’s infrastructure, with dedicated engineering assistance to help automate workflows and manage complex trading requirements.

Comprehensive risk management solutions
- Monitoring and reporting tools: Customisable risk criteria and regular reporting give you a clearer view of financial exposure, supporting more informed risk decisions.
- Advanced margin management: TradeStation applies a range of margin methodologies – including Reg-T margins, SPAN margin, and house-specific strategies – to help support trading operations.
- Rick checks pre- and post-trade: Margin validations, trading intensity thresholds, and market routing limits are applied at both the pre- and post-trade stage, helping institutions operate in line with applicable regulatory requirements.
- Manage hedging and exposure: Integrated hedging strategies provide institutions with additional mechanisms to help manage exposure and potentially reduce the impact of financial losses.

Clearing, custody, and brokerage services built for scale
- A multi-asset solution: Direct market execution and self-clearing across equities, options, futures, ETFs, and commodities.
- Private brokerage: High-touch, concierge-level support for advanced order execution, operational scale and risk management.
- Lending and locate services: Our custody services are designed to help keep client assets secure, with additional options for fully paid lending and securities financing to support the goals and needs of your institution.
- Scalable technology infrastructure: Flexible API integrations allow you to connect your preferred tools, streamline workflows, and configure trading and reporting solutions that align with your operational model.
Institutional trading expertise for sophisticated investors Trade with a broker that speaks your language
TradeStation Institutional provides institutional investors and professional traders with a comprehensive range of brokerage services, advanced trading platforms, and tailored API integration – all designed to support the operational demands of professional trading at scale.
Backed by more than 40 years of industry experience, we support institutions in achieving precise trade execution, disciplined risk management, and seamless workflow integration. Our self-clearing infrastructure provides a dependable foundation for sophisticated trading strategies across equities, options, futures, commodities, and ETFs.
Our open, flexible API framework allows institutions to connect their preferred data sources, analytical tools, and third-party platforms, creating a cohesive, streamlined trading environment built around the way your business operates.
