Most Asked
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- What is a Trading Key and how do I obtain it to sign in to my Zecco Trading Account?
The Trading Key is the access code to your Trading Account and is different than your myZecco user name or password.
Once your account is approved, Zecco Trading will send you an approval e-mail. In that e-mail there are directions to on how to obtain your Trading Key. Please note:
- Change your Trading Key periodically, starting the first time you sign in to your Trading Account
- Use alphanumerical characters only (A-Z, 0-9) if you change your Trading Key. Your Trading Key is case sensitive.
- Please do not ever respond to an e-mail (that may appear to come from Zecco Trading) that requests you to update personal or account information at Zecco Trading.
- Where can I find forms and documents?
Please click here to find important forms.
- How do I fund my account?
You may send a check, wire transfer funds directly to your account, or use ACH. See the "Funding & Transfers" tab in the Trading Center (right next to the "Trading Center" tab) to view specific instructions or to move cash in & out of your Trading Acccount. You can also click here to find more specific information about funding your account.
- How do I fund my account through ACH?
See the "Funding & Transfers" tab in the Trading Center (right next to the "Trading Center" tab) to view specific instructions or to move cash in & out of your Trading Acccount using ACH.
- How do I request an increase in my Option Permission Level?
Please complete an Options Agreement and return to the Zecco Trading mailing address. You may expedite the process if also a copy is faxed to +1 626 529-7077, or a scanned copy is e-mailed to customerservice@zeccotrading.com.
- My cash balance is higher than my buying power, why?
This is common in a cash account when a sell order has been placed but has yet to settle. In a cash account the proceeds of a sell order will not affect your buying power until settlement, which is T+3 (trade date plus three business days). To avoid this situation you may want to consider establishing margin on your account. With a margin account the proceeds of a sell order will update your buying power immediately.
To establish a margin account you can request it at the time you open your account or if your account is already established you can complete the Margin Application form and send it to the Zecco Trading mailing address. You may expedite the process if also a copy is faxed to +1 626 529-7077, or a scanned copy is e-mailed to customerservice@zeccotrading.com. It will take 3-5 business days to process your request.
- With regard to retirement accounts, when does the annual fee occur and how is it assessed?
New accounts are charged the $30 annual fee at the time they are funded. Existing accounts are charged in the first week of February. A debit balance will occur on the account if there is not enough cash to cover the fee. At that time, you will be contacted to discuss options on settling the debit.
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I cannot open the IRA Simplifier form. What should I do?
You probably haven't installed the latest version of Adobe Reader (8).
Click here to download Adobe Reader 8. We use a specific, secured PDF populator format, so you won't need to fill in this (IRS required) form anymore.