Education Center

Settings

Settings – My Contact Information

Sep 10, 2020

The My Contact Information Setting contains you contact information. Your primary email cannot be edited. Please contact us if you’d like to update your primary email address. You can click the Manage Password link to update your password.

Read Full Article

Settings – Notification

Sep 10, 2020

The Notification Setting lets you customize when you receive notifications. Your Primary Email is at the top of the page.   You can add an additional email address as needed. Next is Text Message Notifications. Simply use the drop-down to select your cell phone provider. Then, enter your cell phone number. Below this, you’ll find Notification Availability. This is when…

Read Full Article

Settings – Positions

Sep 10, 2020

The Positions Setting lets you set up custom information for your positions. There are a few sections in this area, so we’ll take them one at a time. First is the Default Currency. This lets you set up the default currency for your portfolio. Just use the drop-down box to select your currency. Next is Commissions. You can set what…

Read Full Article

Settings – Alerts

Sep 09, 2020

The Alerts Setting lets you customize your TradeSmith alerts. There are several sections, so we’ll take them one at a time. At the top of this page, you can choose your Automatic Alert Creation. Note: automatic alerts will only be added to synced positions If the setting is set to Yes, an automatic alert will be created. You can use…

Read Full Article

Settings – Tags

Sep 09, 2020

The Tags Setting lets you create new tags and manage your current tags. As a reminder, tags are keywords which help you remember things about your positions. To add a new tag, simply type it into the new tag field. Click the Add button after typing. To delete current tags, click the X to the left of the tag name.

Read Full Article

Settings – Support

Sep 09, 2020

The Support Setting will let you grant access to a TradeSmith Customer Success agent to your account. This is helpful if you’re having trouble with your account and cannot easily resolve the issue via phone or email. It will allow the agent to see your account and the problem. They cannot, however, make any changes to your account. They can…

Read Full Article