ALTAVEST Worldwide Trading, Inc.

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Note: The following information has not been updated by the vendor since 07/13/23.

Address:	26 Via Agradar
	San Clemente, CA 92673
Phone # for sales:	(949) 488-0545
Website:	www.altavest.com
Click link to request additional product information.
E-mail address:	erik@altavest.com

CATEGORY: BROKERAGES

General Information | Account Information | Features | Additional Comments

General Information TOP

Brokerage name: ALTAVEST Worldwide Trading, Inc.

Minimum account size: > $10000

Base commission rates: $5-$6

Brief explanation of margin rates, if applicable:

We use exchange minimum margins

This brokerage has been in business for: 20-25 years

Primary type of broker: Options

Brief description of services offered:

Our ThetaTrader options solution builds spreads for you. You can also respond to TradeAlerts With 1-Touch. Trade Stock Market Action in ALL Directions with A UNIQUE Automated Options Spread Solution. No Screen-Watching! ThetaTrader's proprietary algo creates option spreads for you. Choose to have trades closed out automatically once risk or profit targets are reached. We make professional-style complex options trades available to you. Back-Test Option Spreads: color-coded risk/profit management Proprietary Dragonfly Strategy: A UNIQUE approach you must see! Bull, Bear, Non-Directional Strategies: Don't rely only on bull markets, be flexible

Account Information TOP

Types of trading accounts offered:

Full Service
On-Line Full Service
Premium Service

Customers online account information is updated: Up to the minute

Types of trades offerered:

Options
Futures
Indices

Other trade types: Futures Options and Stock Indices

Types of quotes offered to customers:

Delayed Data
Real-Time

Execution methods offered:

Electronic direct access trading(SOES, SNET and the ISLD ECN)
Broker

Exchanges covered:

CBOT-Chicago Board of Trade
CME-Chicago Mercantile Exchange
CSCE-Coffee Sugar & Cocoa Exchange, Inc.
KCBT-Kansas City Board of Trade
LIFFE-London International Financial Futures Exchange
MidAm-Mid-America Commodity Exchange
Minneapolis Grain Exchange
NYCE-New York Cotton Exchange
NYMEX & COMEX-New York Mercantile Exchange

Setup or initial costs to set up an account: Depends on type of account

Features TOP

Types of services offered to customers:

Technical Analysis
Fundamental Analysis
Basic -charts & graphs
Advanced- charts & graphs (technical indicators, ability to change parameters, etc.)
Trading software- charts & graphs (create trading systems, scan and sort based on technical criteria)
Head line news
Unique proprietary stories and news coverage
Portfolio management
Wireless (quotes, alerts, execution, etc.)

Ways customers can access their trading account:

Internet
Telephone

Allow stop, limit, and stop limit orders? Yes

Charge extra for stop, limit, and stop limit orders: No

Offer 24 hour customer support: Yes

Offer tax planning advice: No

Additional Comments TOP

Special features included in the service are:

ThetaTrader is a UNIQUE Automated Options Spread Solution. No Screen-Watching!

This broker's service is better than the competition in these areas:

Algo-Driven Options Trades Automatically Created For You

Types of security precautions taken for customers:

Prospects submit data only through an encrypted secure page, customer names are not made available to third parties. Clients can access statements online only through a secure site and only after enter a unique name and password of their choosing. Online trades never include account names or dollar values.

Communications during systems failures has been assured through:

Cloud-based infrastructure.

The major plans for upgrading the current level of trading service are as follows:

N/A

General Information | Account Information | Features | Additional Comments

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