Accounts & Services

Accounts & Services

Get Started with AutoShares®  Today.

The process of managing several investment-related brokerage and retirement accounts requires a great deal of time and effort. Staying focused on it all can be tedious and time-consuming. And, due to life circumstances, investment plans and opportunities may be missed or delayed.  With AutoShares, investment orders and trade transactions are automatically processed to your AutoShares Online Brokerage Accounts, according to your pre-determined instructions.

When trade transactions have been completed in your AutoShares accounts, trade notifications are sent to you.  So while you're at work or play, you can track your trade activity and stay on top of what's happening with your investments.

AutoShares Includes:

Stress-free account management
Easy funding to/from AutoShares Accounts
More time and freedom, while your AutoShares account goes to work

AutoShares- Web Trader
 Online Investing &
 Active Trading Services

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Invest or Trade Stocks, Options, and ETFs using any Web, Mobile, IOS, or Android device. 
Learn About Online Investing and Active Trading Services


 Schedule Automatic
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Automatic investing is a way to set up a routine investing schedule for your investment accounts. Once set up, the plan will automatically invest your asset into the investments you select to help you reach your investment account funding and planning goals. You can schedule automatic funding and purchases for up to two years.
Learn About Scheduling Automatic Investments

AutoShares- Web Trader 
  Newsletter Alerts

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Execute Stock, Options, or ETF trades based on your Newsletter’s trade alerts.

AutoTrading allows you to implement trades recommended by the Investment Newsletter of your choice by authorizing AutoShares to accept their trading instructions. Trade alerts received by AutoShares are automatically executed for your account according to your pre-set parameters. There is no extra charge for this service. Standard fees apply. 
Learn About AutoTrading Newsletter Alerts

 AutoShares- Web TraderAutomatic Copy Trading
 Stocks and Options
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The online trading platform that connects investors with top-performing traders.  Automatically make the same trades as Trade Leaders in your AutoShares Online Brokerage Account. 
Learn About AutoTrading with Trade Leader Services (Copy Trade Service)

AutoShares API
  Connect Apps and
  Services to AutoShares

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Integrate Financial Products and Services to AutoShares for Order Management and Trade Processing.
Learn About Connecting Apps and Services to AutoShares


Commonly Asked Questions

How do I set up an AutoShares account?

Getting started with AutoShares is easy.  First, Open an AutoShares Online Brokerage Account using our Online Apply and set up your Online Brokerage Services. This will allow you to invest, trade, and manage your brokerage account. Then enable your autotrading and automatic investing activities. It's that easy.

What Type of Account Can I Open or Transfer to AutoShares?

AutoShares accepts Individual, Corporate, Trust, Retirement(IRA and 401K Rollovers) and Educational Savings accounts.  Once you have an idea of which investments you want to automate, open a brokerage account with us. We'll help you set up new accounts and or/transfer accounts an existing brokerage account. Soon you will be on your way to freeing up your time, while your automated investing plan goes to work.

Click for a Full List of Account Types Available.

Get Started, Today.

Individual Investors – AutoShares provides brokerage account services for Cash/Margin, IRA's, Trusts, and other account types. Benefits include access to a wide selection of investing and trading products.

Corporate and Employee Accounts –AutoShares provides Corporate, LLC, 401k, IRA/SEP, 10b51 Plans, and Employee Stock Option Conversion accounts. Benefits include access to a wide selection of investing and trading products.

Registered Investment Advisors - AutoShares offers custodial brokerage account services to RIA's. Benefits include a selection of account types, investing and trading products, and advanced technologies for account management.

Institutional Accounts – AutoShares offers a selection of account types, front-end trading solutions, and market connectivity services through API connection.

Application Developers and Third Party Systems -  Our state of the art technology infrastructure is available to third-party application developers. Creative companies can integrate third-party applications with our data center and order management system.


For more information, please Contact Us.


Phone Number+1-800-847-8495

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