Account Management/Client Portal
How do I exchange foreign currencies in the account management (Client Portal)?
Using the exchange function in the account management (Client Portal), foreign currencies can be exchanged very easily and currency positions...
How to change the account type of the account?
When you opened your custody account, you chose an account type: the cash account or the margin account ....
How do I apply for a trading authorization?
When completing the custody account application, you have already indicated your interest in trading certain types of securities. Would you like to...
How do I create an account statement?
Create your account statement in standardized form or individually according to your personal requirements. You need a securities account statement...
How do I create the deposit note?
In order to make a deposit by bank transfer/SEPA in favor of your CapTrader custody account, the following is required before the actual...
Definition for professional users according to NYSE and other US exchanges
Most investors do not consider their trading and investment activities to be professional if they are not...
Select capital measures
As a shareholder, you can participate in various capital measures if the company decides on such a measure....
How do I subscribe to market data?
In order to be able to subscribe to real-time market data in your CapTrader securities account, the capitalization of your...
How do I sign up for the Stock Return Optimization Program?
You can register for the equity return optimization program in the account management (Client Portal). We will show you...
How do I use the mutual fund / ETF replicator?
Use the Mutual Fund / ETF Replicator to find individual or compound ETFs that have similar characteristics.