SETTING UP YOUR ACCOUNT


Getting Started with OptionsHouse
Setting up and managing your OptionsHouse account is easy, but it’s good to know some of the basics to ensure you have the best experience. On this page you will find all you need to know to setup your account and start effectively using various features to manage your account.

 

Account Opening Process

Want to open an account, but not sure of the steps? Just opened an account and not sure what to do next? We can help.

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Funding Your Account

There are 4 ways to fund your account with OptionsHouse. Learn about funding with Wire Transfer, Automated Customer Account Transfer (ACAT), Automated Clearing House (ACH), and Check.

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Launching OptionsHouse, Our Virtual Platform & Mobile Apps

Once you’ve created an OptionsHouse account, you have access to the OptionsHouse platform, our mobile apps and a virtual account to test your trades.

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Account Management Overview

Your one stop destination for managing your account. With Account Management you can update your account info, track important documents and easily transfer funds.

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Changing Your Rate

OptionsHouse offers flexible rate plans to options traders to fit the way you trade. Setting up your rate plan is easy and you can change your rate on a daily basis.

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Account Statements & Documents

All account related documents and statements are available to you through our Account Management feature. Historical statements and daily trade confirms are always just a few clicks away.

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Tax Tools & Statements

In addition to providing tax statements online, OptionsHouse provides customers with the power of the Scivantage Maxit tax management system – designed to help track capital gains, generate IRS Schedule D and improve investment-related tax decisions.

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