How do I open a new account?
For instructions on how to open a new account please click here.

How do I transfer my account from another broker?
If you currently have an account, please complete the account transfer form in addition to obtaining a copy of your most recent statement from the broker you are transferring from and fax both to 818-985-5604. If you do not currently have an account, you will also need to complete the new account forms.

My account was transferred to you from J.B. Oxford. How do I obtain my new account number?
Please contact client services for your new account number.

My account was previously cleared through Computer Clearing Services, Inc. Why is the clearing agent now Penson Financial Services, Inc. and why did my account number change?
Penson Financial Services, Inc. purchased the accounts from Computer Clearing Services, Inc. and in the process of the conversion your account number changed. You can learn more about about Penson Financial Services, Inc. here. To receive your new account number please contact client services.

What type of account coverage is offered?
Please review current account coverage.

What fees do you charge?
Please review our commission schedule and fee schedule.

How can I place trades?
You can place trades via the GTPro, online using Execute Direct, or via telephone at 877-803-7900 option 1.

How do I view my account balances, history, and statements?
You can view your account history and information online at https://online.penson.com

I am a high volume trader, what commission do I qualify for?
Please review our commission schedule. If you have unique needs or would like us to taylor a specific commission schedule for you please contact us.

What are the monthly fees for GTPro and Execute Direct?
Please review our software fees.

What is the difference in features between GTPro and Execute Direct?
Please see our platform comparison.