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E-Trading - AutoTrade
How does it work? It's Simple...
- You choose your favorite advisory service.
- You choose the amount per trade.
- When your advisory service makes a pick, we automatically place the trade for you.|
How do you start Auto-trading?
-
Open an
Account. Download the applications you need, including the option application and margin agreement if your portfolio trades options.
AutoTrade Form
Complete, sign, date, and return with your application paperwork, the AutoTrade Agreement and fax it to us at 704-295-6615 or mail it to:
Synergy Investment Group
Attn: AutoTrading
8320 University Executive Park Dr., Suite 112
Charlotte, NC 28262
How do I
Fund my account?
How do you make changes to your Auto-trading?
Update your AutoTrading Account
Why setup an AutoTrade account?
- Time is of the essence and markets can change quickly. We will receive the trades mmediately and act appropriately on them.
- Convenience - You will not have to sit by your computer waiting for your
next trade alert. Synergy does this for you.
- No additional charge for AutoTrading
- Combine your own trading with AutoTrading
- Never miss a trade alert. Your advisory service trade alerts are sent to Synergy for execution.
- Customize your AutoTrading account. You choose the advisory service, the amount per trade, and you may start or stop your AutoTrading program at any time.
- Monitor your trading with Synergy’s online trade reports.
AutoTrade
FAQ's
*If you would like to AutoTrade another service, not
listed above, please
Contact
Us.
Be sure you are a current subscriber with the portfolio you choose.
Once your account is approved, we will verify your subscription to the portfolio.
All the trading is automatic!
Synergy receives trades
directly from the portfolio.
With your AutoTrade Agreement on file, we will place orders for you as soon as we receive the trades.
You don't have to worry about being out of touch or missing out on critical timing.
Experienced traders are here to help!
While trading happens automatically, the professionals on our trading desk are just a phone call away should you want to discuss any of the trades.
If you have any question, please email us at
trading@synergyinvestments.com or
call us at 888-333-7637 within the US
704-333-7637 outside the US
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