Dedicated Concierge team
Priority support and resolution
1-on-1 account and technology tailoring
Personalized pricing structures
Elevated withdrawal limits
24/5 trade desk access
Custom margin and risk management
Full tick data access
Proprietary backtesting and strategy optimization
Access to custom technology solutions
Private linking and co-location
Access to subject-matter experts across TradeStation
Concierge services
Your trading platform should match your business needs. When it does, operational alignment flows like liquid markets.
- Get back to trading quickly with a direct line to a dedicated Concierge team
- Create your ultimate setup with 1-on-1 account and technology tailoring, including support for EasyLanguage®, API connectivity, third-party integrations, and advanced order entry
- Be in the markets when it matters most with priority resolution for your support requests and reported bugs
- Trade your way with personalized pricing structures that align with your execution style
- Get more out of your account with elevated withdrawal limits for expedited capital access
- Build sophisticated strategies with proprietary backtesting, full-portfolio Monte Carlo simulation, and scientific strategy optimization
Execution and Data Services
- See the difference when you strategize with access to full tick data
- Secure your next trade with minimized data latency and custom technology solutions
- First-priority escalation during high-volatility market conditions lets you trade with confidence
- Face down high volumes and witching days with extended liquidation windows during options expirations
- Stay in control of your fate with strategic margin call management instead of automated liquidation
- Meet your strategic needs with custom data feed configurations, private linking, and co-location
Private Brokerage FAQs
What is TradeStation Private Brokerage?+
Private Brokerage is TradeStation’s elevated service tier for institutional clients, providing a dedicated Concierge team of experienced traders, priority support and resolution, 1-on-1 account and technology tailoring, and direct access to senior trading professionals.
How does the Concierge team differ from standard support?+
The Concierge team provides named relationship managers, priority escalation paths, personalized platform configuration sessions, and proactive consultation on execution, routing, and workflow optimization. Standard support does not include the same level of dedicated, relationship-driven service.
What service level performance does the Private Brokerage team achieve?+
The Private Brokerage team reported a 89% first-call resolution rate, 40-second average speed of answer, and 4.75 out of 5 average client satisfaction score.*
Is Private Brokerage available to all institutional account types?+
Private Brokerage eligibility may vary based on account type, trading activity, and service tier. Contact the institutional sales team to discuss whether Private Brokerage is available for your firm’s account structure.
How does Private Brokerage connect to TradeStation’s trade desk operations?+
Private Brokerage clients receive dedicated trade desk specialists as part of their service tier, with direct access to block trading support, priority escalation for execution issues, and real-time exception management. The trade desk operates as an extension of your team’s infrastructure. See the Trade Desk page for operational details.
Access an institutional-grade brokerage
Connect with our Institutional Sales Desk for customizable account and technology solutions.
Call us:
+1-800-328-1267
Monday – Friday
8.00 a.m. – 5.00 p.m. ET
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.
“Private Brokerage” means certain benefits provided to eligible accounts in addition to those account services that are available to all TradeStation Securities, Inc. customers. Eligible accounts are automatically enrolled in Private Brokerage. We may add, change or terminate any or all of such benefits, or change eligibility requirements, at any time. Please contact us for additional information.
*As of April 2026 based on an annual calculation using internal TradeStation customer service data. Statistical outliers (including erroneous calls and disconnected lines) have been removed to provide a better representation of a typical customer experience.ID4541032 D0525 P6680327115