Our Services

We strive to create and maintain everlasting relationships that profoundly serve industry professionals.

Create Account

With our team approach, our goal is to identify new ways to increase performance, reduce cost and manage risk. With TradeStation Institutional Services, your firm will be working with an experienced and professional institutional team committed to your relationship.


Review our services below to see how we can help you to achieve your goals.

Broakerage Service

We offer a wide range of brokerage services designed to meet the complex needs of the institutional trader.

  • Global clearing and custody, including DVP and Give-up accounts
  • Introducing Broker (IB) solutions
  • Securities Lending services and Yield Enhancement programs
  • 24/6 Trade Desk support
  • Soft-dollar arrangements
  • Custom Trading solutions

Institutional Execution Services

Comprehensive electronic execution services across multiple asset classes. Our intelligent order routing and algorithmic execution technologies allow traders access to both displayed and non-displayed pools of liquidity. With our consistent focus on execution quality, speed and redundancy, we attempt to remain in front of market shifts before they occur.

Securities Lending

TradeStation offers a unique and customizable securities lending solution for institutional entities. Our Securities Lending team is well positioned to leverage our inventory and industry relationships to easily locate hard to borrow, low-priced securities. TradeStation sets itself apart by offering exact pricing rather than marking up the collateral to 102%, thus allowing you to maximize your cash.

Advisory Services

For more than 30 years, we have worked side by side with Registered Investment Advisors (RIAs) and Commodity Trading Advisors (CTAs). We understand your business and provide customized services to help you realize your client’s goals.

  • Block Trading/Allocation

    Trade in a Block account and allocate across all managed accounts using a single average price.

  • Management Fees Service

    We assist in administering all advisory management and performance fees.

Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that one may sustain a loss equal to or greater than their entire investment regardless of which asset class they trade (equities, options, futures, or cryptocurrencies); therefore, it is advised not to invest or risk money that cannot be afforded to lose. Online trading is not suitable for all individuals. Please review the document titled Characteristics and Risks of Standardized Options. Before trading any asset class, individuals must read the relevant risk disclosure statements on the Other Information page. System access and trade placement and execution may be delayed or fail due to market volatility and volume, quote delays, system and software errors, Internet traffic, outages, and other factors.

Securities and futures trading is offered to self-directed individuals by Wize Investment Inc., a broker-dealer registered with the Securities and Exchange Commission (SEC) and a futures commission merchant licensed with the Commodity Futures Trading Commission (CFTC). Wize Investment Inc. is a member of the Financial Industry Regulatory Authority (FINRA), the National Futures Association (NFA), and the following exchanges: Cboe BYX Exchange, Inc., Cboe BZX Exchange, Inc., Cboe EDGA Exchange, Inc., Cboe EDGX Exchange, Inc., the Chicago Board of Trade (CBOT), the Chicago Mercantile Exchange, Inc. (CME), the Commodity Exchange, Inc. (COMEX), Eurex, ICE Futures U.S., ICE Futures Europe, the Investors Exchange LLC (IEX), the New York Mercantile Exchange, Inc. (NYMEX), Nasdaq BX, Inc., the Nasdaq Stock Market, the New York Stock Exchange (NYSE), NYSE Arca Equities, and NYSE American LLC.

Note: This information is provided for practice purposes only and does not represent a real platform or trading environment.