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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Archive
September 2020
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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Which Exchanges Do You Track?
In the U.S. we support all of the major markets. We support the following types of positions: Stocks Funds ETFs Options Indices For Germany, Canada,…
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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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Why Don’t I See Any Positions?
You can view your open and closed positions on the Positions page. From time to time, you may notice that no positions appear when…
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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 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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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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Using the Help Button
There’s a lot to learn with TradeSmith Finance. We hope our Knowledge Base has been helping you. But did you know there’s an in-program Help…
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Why Can’t I See My Closed Positions?
You can find your closed positions in the Positions area. You’ll need to click Closed to see them. Now, after you’ve selected Closed, you might…
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