Short securities without long processes

Stay nimble on the short side with a broadly sourced inventory, streamlined processes, and TradeStation's high-touch support for high-volume institutions.

Transparency & real-time data

Deep inventory access

Workflow efficiency

White-glove support

Access & efficiency for short securities

Deep, diverse inventory

Strategize with a wide roster of cross-border short opportunities across equities and ETFS, with facilitated access aggregated from prime brokers and global lending pools.

Efficient borrow & locate

TradeStation’s infrastructure leverages automated locate request protocols, status alerts, and accelerated approval workflows with rapid, compliant access to hard-to-borrow securities.

Integration & workflow automation

Connect directly with OMS and risk management systems to automatically synchronize locate requests and approvals, streamlining operational processes and enhancing real-time risk oversight.

Explore short securities solutions

Transparency & analytics

Real-time short inventory visibility

Live displays of short inventory and borrow costs to enable price discovery, risk assessment, and operational precision in securities lending workflows.

Proactive risk controls

Predictive models for rate trends, automated monitoring of borrow recalls, and exception surveillance help clients identify and manage risk.

Compliance & reporting

Infrastructure that equips institutional traders with advanced reporting tools and audit-ready export capabilities, including built-in short sale tracking, Form SHO filing, and real-time alerts.

Get a custom lending workflow assessment

High-touch service & reliability

Personalized relationship management

White-glove onboarding, ongoing access to specialized margin and lending desks, and direct escalation pathways to help ensure implementation and priority resolution.

Security & operational resilience:

Short securities infrastructure fortified with NIST cybersecurity controls, independent auditing, and robust business continuity planning.

Talk to a short securities specialist

Connect with our Institutional Sales Desk for short securities solutions

Explore integrated locate tools, real-time availability, and robust reporting tailored for your trading objectives.

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. 

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