Cryptocurrency: How It Works
What is cryptocurrency? A digital asset. A medium of exchange that uses cryptography. A subset of digital currencies further defined as an alternative currency. It…
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Archive
September 2020
Delisted Positions
Sometimes, you may notice that positions become delisted. If you know the position is still trading, this might seem confusing. It can happen for any…
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Frequently Asked Crypto Questions
How do I know when to take a profit? Knowing when to sell a cryptocurrency that has been profitable can be a little stressful. You…
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How Do I Change My Primary Email Address?
Your primary email address is what you’ll use to log into our system. We’ll also send your alert emails there and other messages. You may…
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How Do I Contact TradeSmith?
We’re available Monday through Friday from 9 a.m. to 5 p.m. Eastern. Our toll free phone number is 866-385-2076. If you call outside of business…
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How Do I Delete a Position?
At some point, you may need to delete a position from your portfolio. This is easy to do. First, go to the Positions tab in…
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How Do I Edit My Portfolio Name?
When you import your portfolio from your broker, it will come through with the last four digits of your brokerage account’s number. If you only…
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How Do I Manage My Credit Card or Cancel?
As you’re a subscriber with us, you may need to update your billing information. You might even want to cancel (though we hope you won’t!).
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How Do I Move a Position?
At some point, you may need to move a position from one portfolio to another. This is easy to do. First, go to the Positions…
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How do I send a screenshot to support?
On each page of your TradeSmith Finance, there is a Feedback button on the bottom right corner. This tool takes a screenshot of the…
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