"Our clients often participate in several of our available execution categories. Each meets a different need and client's needs often change. Many are surprised how another service is often a better fit or complements their current arrangement."
– Ken Packard
Chief Sales & Marketing Officer
Self-Directed Service Packages
Your terms. Our relationship.
We understand traders value different things. Whether you are seeking a supportive broker coach to help you transition to self-directed trading or simply want a keen and responsive pro to watch your back, we have a self-directed service package that’s right for you.
Self-Directed Service Options
Click the tabs below for more information on each self-directed service option.
- Basic
- Plus
- Premium
Trader Profile: “I’m experienced, independent, and consistently active.”
You’ve paid your dues. Now pay less.
You know upside and downside. Have you gotten a great rate elsewhere only to experience a Customer Service or trade execution “black hole” once the chips were down and you really needed your broker? Some lessons can be expensive.
- Get the best technology and competitive rates without sacrificing infrastructure and support.
- Gain access to a 24-hour support desk for technical and trade issues in addition to the full range of Daniels Trading tools, resources and advisories.
- Benefit from a relationship with a licensed broker trained to service your advanced needs as a single point of contact.
- Technical support
- Margin call assistance
- Resolve out trades
- Technology will always be on your side. Daniels Trading’s platforms are some of the best the industry has to offer.
Trader Profile: “I’ve learned the ropes and am comfortable trading. I mainly do my own thing, but a personal relationship with a broker to provide an additional layer of assistance could really complement my trading.”
- We’ll go the extra mile so you don’t have to. You’ve been around long enough to know that a little bit extra can go a long way. That’s certainly true in trading. You want your broker to go the extra mile for your benefit and know there’s a value for that service.
- Access all Basic services, plus the following:
- Direct broker order entry and trade management assistance - We’re here when you’re away. We’ll work with you to execute trades and keep things straight in the platform and in your account.
- Direct broker monitoring of your account activity, positions and margining - An extra set of expert eyes can catch costly errors and trade disputes before they set you back.
- First Notice Day (FND) and Last Trading Day (LTD) delivery and expiration notifications - We’ll pro-actively communicate position details that need your attention.
Trader Profile: “I’m really interested in learning how to trade on my own but it is overwhelming and I could really use some help.”
We’ll invest in you as a trader while you invest with us.
- You think you’re ready for self-directed trading. But a close safety net would certainly help you to make the leap. Don’t worry - we’ve helped many traders just like you make the transition. We’re experts at it.
- We’ll show you everything you need to know and make sure you’re comfortable. You’ll learn how to trade with confidence and when you’re ready, you can move to more sophisticated services packages while still working one-on-one with your same broker contact.
- All Basic and Plus Services, topped off with the following premium offerings:
- Comprehensive consultation with your personal broker contact who will match you with the best trading platform that meets your needs.
- One-on-one webinar tutorials of your chosen trading platform including:
- Order Entry Demonstrations and Training - learn how to execute different order types for both futures and options markets
- Chart configuration and indicator assistance - leverage your platform’s charting technology by setting up specific templates with your most commonly used indicators
- Supervised order placement training - gain valuable confidence as your broker mentor monitors your order placement and platform know how before you place your first trade.
Quick Comparision
| Basic | Plus | Premium | |
| 24-hour support desk |  |
|
|
| Technical support | |
|
|
| Margin call assistance | |
|
|
| Resolve out trades | |
|
|
| Order entry and trade management assistance | |
|
|
| Monitoring of account activity, positions and margining | |
|
|
| FND and LTD delivery and expiration notifications | |
|
|
| One-on-one platform tutorials | |
||
| Ongoing broker consulation services | |
