Get priority access to stock and options specialists who offer support and ideas to suit your trading style.

BTR Invest Focused on Your Success

From on-boarding assistance and dedicated Trading Services teams to in-person consultations and options specialists, BTR Invest ensures clients get priority access to seasoned consultants who share your same passion for trading. Whether online, over the phone, or in person, our trading specialists focus on your trading style to help you make smarter trades.

On-boarding

Our on-boarding consultants do more than just paperwork. Get up and running quickly through a customized one-hour consultation.

- We'll guide you through our tools and platforms and show you how to customize them. - Become familiar with our research, learning center and online trading community. - All focused around the way you trade.

Dedicated Trading Services Teams

Our trading specialists are seasoned professionals who can:

- Review your trading strategy.

- Help with decision support and validating trade ideas.

- Guide you through trading tools best suited for the way you trade.

Options Specialists

Get access to our special options support team for help with risk analysis, implementing trade strategies, placing complex orders and more.

Global Specialists

Tap into an experienced Global Investing team who can assist you with placing trades in more than 40 international markets, plus talk to you about your international investment choices, provide guidance on how to diversify and help you understand tax and fee implications.

In-Person Consultations

Connect with an experienced trading specialist at your convenience, in BTR Invest or at your home office, who can provide you with the level of individualized support you need.