Online Services for Clients

Your 24/7 customer support and information hub.

Get access to several account, trading, research, and education services after logging on to the GlobalVest website. Online features give you the independence, convenience, and flexibility you need to manage your account at any time of the day - no phone calls or emails are required.

Account Services:

  • Edit Trader Profile & Contact Information
  • Change Password
  • Manage Email Subscriptions
  • Update Pricing to Change to Per Share or Per Trade
  • Add Options trading to an Equities Account
  • Upgrade Options Approval Level
  • Apply for Margin Trading
  • Change from Margin to Cash
  • Upgrade to Pattern Day Trading
  • Submit Electronic Request to Withdraw Funds by Wire Transfer or Check

Trading Tools:

  • Executable Files to Download latest version of our trading platforms
  • Web Trading with Watch Lists, Live Quotes and Account Management
  • Online Equities, Options, Bonds and Mutual Funds Trading
  • Access to Wireless Trading

Research, Education & Resources

  • Morning Report
  • Economic Calendar
  • Earnings Calendar
  • Education including Self-Paced Online Courses
  • Newsletter Archives and Important Notices with Regulatory Updates
  • Access to Trader Chat

DayTrading Stock Broker