TradeStation Help

Logging into TradeStation

This is the first step to log in to TradeStation to start using the application. Once you log into the TradeStation platform you have the option to be connected to the network or work offline. It also displays status messages related to the log on process.

 Access using the Windows Start menu or the Windows desktop and open the TradeStation application. The TradeStation Network Logon dialog is displayed.

• User Name - Enter your user name.
• Password - Enter your password.
• Save User Name - Check this setting to save your user name with your profile so you don't have to enter it each time you log on.

The following options displayed are determined by your account status.

• Logon - Click to log into TradeStation. The TradeStation platform will automatically open.
• Live Trading - Click to access your live trading account.
• Work Offline - Click to open the TradeStation platform without being connected to the network.

• Network Status - Click to view information about the data and order execution network.
• Close - Exits TradeStation without logging on.

 If you do not want to connect to the TradeStation Network and want to work offline instead, click Work Offline at this point. Since you are not connecting to the network, cache data will be used; you will not receive any new data until you log back onto the TradeStation Network.

Upgrading TradeStation

After logging in, there will be times when you will be notified when there is a new version of TradeStation available. If this occurs, the dialog will appear and the following options will be available.

• Go to Download Page - Launches the TradeStation web site where you can upgrade to the new version of TradeStation.
• Use Existing Version - Click to proceed to TradeStation.
• Prompt me again in [ ] days - Check this setting to be reminded to upgrade for the number of days you select. The TradeStation - Upgrade window will be displayed each time you log in until you upgrade to the newest version of TradeStation.

Live Trading for Brokerage Accounts

In TradeStation, live trading involves using funded TradeStation brokerage accounts to place trades and track actual market positions. Trading: Live appears on the TradeStation status bar.

You can exit from live trading in one of several ways, including:

• From the status bar, double-click on Trading: Live to exits from live trading.
• From the Menu bar, click File, select the check marked Work Online to disconnect from the data network which also exits from live trading.
• From the status bar, double-click on Data to disconnect from the data network which also exits from live trading.