Account Management/Client Portal
How do I change the amount in the Paper Trading account?
You have successfully created your paper trading account, have already completed your first trades and would now like to...
How do I reset my Paper Trading password?
If you have forgotten the password for your Paper Trading account, you can reset it here.
How do I activate my paper trading account?
As soon as you have opened and capitalized your securities account with CapTrader, you can access the account management...
Questionnaire on "NON-PROFESSIONAL" status for market data subscriptions
The NYSE, as well as most other U.S. exchanges, requires vendors to verify the market data subscriber status of each customer....
How do I update the tax information?
Log in to the account management (Client Portal) and click on the > User icon in the top right-hand corner and...
How can I automate the delivery of account statements?
Would you like to receive account statements by e-mail every month or even daily? Then show...
How does the internal position transfer work?
If you have opened several securities accounts with CapTrader in the same name or have positions in the same...
How does the internal cash transfer work?
If you have opened several securities accounts in the same name with CapTrader or if you...
What are the contents of the account statement?
On this page we show you what you can see in the standard account statement at CapTrader in the...
How does the Professional Client classification work?
As a private customer, you are generally classified as a retail customer with CapTrader. In this...