FAQ

Can I use the information from TheoTrade anywhere else?

The information may not be disseminated without express written consent from TheoTrade.  If you would like to make a request, please email [email protected].

To sign up for the Ultima Trades 3-month membership, you can click here. Once completed, you’ll gain access to all the features and benefits included in the Ultima Trades 3-month membership. Enjoy!

No. As of now, you can only post comments in the Chat Room using a PC or laptop. The functionality for posting from a smartphone is not available.

Certainly! If you notice multiple pending payments on your credit card statement after making a single purchase, it’s likely due to multiple attempts to process the payment. This can occur if you accidentally clicked the submission button more than once, or if there were any declines during the payment process. These pending charges typically resolve on their own and will not fully post to your account. However, if the duplicate charges are finalized and no longer show as “pending”, please reach out to us immediately at [email protected] so we can assist in issuing a refund for the duplicate payment.

Absolutely! If you misplaced your Zoom link for a Mastermind, here’s how you can retrieve it:

  1. Weekly Email: We send out an email every week after each live session. This email contains the Zoom link for an ongoing Mastermind.
  2. Search Instructor’s Name: If the Mastermind hasn’t begun but is set to start soon, try searching your email inbox using the name of the Mastermind’s instructor (e.g., Jeff Bierman).
  3. Contact Support: If you still can’t locate the link, don’t hesitate to reach out to us at [email protected]. We’ll promptly provide you with the necessary Zoom details.
 

No. Unfortunately, the TastyTrade promotions are reserved exclusively for US citizens and residents due to regulatory constraints and Tasty’s current operational regions.

To verify your TastyTrade account, simply email [email protected] letting us know that you opened an account. We require your full name and the email address you utilized when setting up your TastyTrade account.

After you notify us of your TastyTrade account by emailing [email protected], the verification process usually takes up to one week. As soon as your account is verified, we’ll promptly send you an email with all the included bonuses.

Great choice! Once you’ve opened an account with TastyTrade through TheoTrade, follow these steps:

  1. Email us at [email protected] to inform us of your new account, if you haven’t done so already. Make sure to include your full name and email address used to open the account!
  2. Allow up to a week for the verification process.
  3. After your funds have cleared and we’ve verified your account, we’ll proceed to grant you all the promised bonuses. Enjoy!

Unfortunately, no. Generally, to be eligible for the TheoTrade promotion, you shouldn’t have an existing account with TastyTrade and should open one using our link. If you already possess an account, there’s a workaround: you can open and fund a new account for a family member, such as a spouse or child. This way, you can still make the most of the promotion.

Yes, with some conditions. Generally, to be eligible for the TheoTrade promotion, you shouldn’t have an existing account with TastyTrade and should open one using our link. If you already possess an account, there’s a workaround: you can open and fund a new account for a family member, such as a spouse or child. This way, you can still make the most of the promotion.

If you’ve misplaced your PIN for the TheoTrade App, don’t worry, it’s relatively straightforward to retrieve it:

  1. Open the TheoTrade App.
  2. Tap on “Sign in With Phone.”
  3. Instead of inputting your phone number, tap on “Forgot passcode?” located below the phone number input.
  4. You’ll be prompted to input your phone number. Enter it and then tap “Next.”
  5. Shortly after, you’ll receive a text message containing a 4-digit code. Input this code into the app.
  6. The system will then guide you to set a new passcode. Please either jot it down or commit it to memory to avoid future inconveniences.

That’s it! You’re now ready to access the TheoTrade App with your new passcode.

Yes! Trading inherently carries risks, and it’s possible to lose money on a trade. While there are no guarantees in trading, successful traders often develop and adhere to a strategy that aims to produce a positive expected return, or Alpha, over time. This means beating the market averages and generating profits consistently. However, even with a well-thought-out strategy, losses can and do occur. No one has created a 100% winning trading strategy, yet.

Certainly! Here’s how you can participate:

TheoTrade’s Referral Program:

  1. Access the Program: Log in to your TheoTrade account and navigate to the Main Menu.
  2. Locate the Option: Find and click on the ‘Refer a Friend’ option.
  3. Get Your Link: On the subsequent page, you’ll see your unique referral links.
  4. Share Away: Distribute these links to friends, family, or anyone interested in joining TheoTrade.
  5. Earn Bonuses: Once they sign up using your referral link, you’ll be eligible to receive an attractive referral bonus 🙂

How to Update Your Credit Card Information on TheoTrade

  1. Log In to Your Account: Begin by logging into your TheoTrade account.

  2. Access ‘My Account’: Navigate to the top of the page where you’ll find the Main Menu. From there select “My Account”.

  3. Navigate to the Credit Card Update Section: Once on the “My Account” page, scroll all the way down to the bottom. You’ll see a prompt or link that says “CLICK HERE to use a secure form”.

  4. Enter Your New Credit Card Details: Clicking on the link will redirect you to a secure form dedicated for this purpose. Here, you’ll be able to enter your new credit card details.

  5. Save Changes: After entering the necessary details, make sure you click on the “Update Credit Card Info” button to ensure your new payment details are saved.

For security reasons, always make sure you’re accessing your account through a secure connection. If you face any issues or have concerns, don’t hesitate to reach out to TheoTrade’s customer service at [email protected] for assistance.

How to Change Your Phone Number on TheoTrade

  1. Log In to Your Account: Begin by logging into your TheoTrade account.

  2. Access ‘My Account’: Navigate to the top of the page where you’ll find the Main Menu. From there select “My Account”.

  3. Locate the Phone Field: Once you’re on the “My Account” page, scroll down until you find the section labeled “Phone”. This is where your current phone number is displayed.

  4. Edit Phone Number: Click on the phone number field, erase the existing number, and type in your new desired phone number.

  5. Save Changes: After updating the number, don’t forget to click the “Update My Information” button located near the bottom of the page. This ensures that your changes are stored.

Remember, after making such changes, it’s always good practice to check that any associated services (like SMS notifications) are still functioning correctly. If you have any challenges or concerns during this process, consider reaching out to TheoTrade’s customer service at [email protected] for assistance.

How to Change Your Email on TheoTrade

  1. Log In to Your Account: First, make sure you’re logged in to your TheoTrade account.

  2. Navigate to ‘My Account’: On the top of the page, you will find the “Main Menu”. Click on “My Account” from the options.

  3. Locate Email Field: Once you’re on the “My Account” page, find the email field. This is where your current email address is displayed.

  4. Edit Email Address: Click on the New Email Address field, and type in your new desired email address. Repeat it for the Repeat Email Address field just below.

  5. Save Changes: After entering the new email address, make sure to click on the “Process Change” button. This will ensure that your changes are saved.

To opt out of receiving trade alerts via text messages, simply reply with the word ‘STOP’ to the phone number from which you receive the alerts. This will unsubscribe you from the service.

In order to download our app for your Android or iPhone, search the App Store or Google Play for “TheoTrade Mobile”. Alternatively, if you’re reading this on your phone, click here to be redirected to your app store for downloading.

TheoTrade offers trade alerts via push notifications through the TheoTrade app (available worldwide). Here’s how to set them up:

For Push Notifications:

  • First, download our app for your Android or iPhone. Search the App Store or Google Play for “TheoTrade Mobile”. Alternatively, if you’re reading this on your phone, click here to be redirected to your app store for downloading.
  • After downloading, set up your account (follow our setup guide for assistance) and ensure you grant permission for the app to send you push notifications when prompted.

You can receive trade alerts via text messages (available in the US and Canada) or through push notifications on the TheoTrade App, which is accessible worldwide. We have a guide that explains how to set up trade alerts using our available methods. You can find the instructions in this article.

Unfortunately, we do not provide trade alerts via email. However, we have a guide that explains how to set up trade alerts using our available methods. You can find the instructions in this article.

TDA recently moved their U.S. based clients to .65 per contract and free stock trading. That pricing is lower than our previously negotiated member rates at 1.00 per contract. Line up a trade on your platform to verify the pricing was applied to your account. It’s possible we may have an even lower member rate down the road.

Yes the search function will allow you to search all of the material on TheoTrade that you have access to. You can search all of the material that you have access to using the search function on the member home page.  Here is the direct link –> https://theotrade.com/member-home/

The bonus classes we offer with classes are the foundations that we believe you will need to learn the strategy/set up being taught in the main class.  We do our best to accommodate our clients.  However, it’s not fair to us or our clients if we swap out a foundations class for one of our strategy classes. 

John Galt is a collective brain trust of skilled traders willing to discuss markets with the freedom of anonymity. They write the TheoDark Reports that you can read here:

https://theotrade.com/category/theodark/

The highest compliment you can pay us is your referrals. Please let all your trading friends know about TheoTrade. We will make sure your referrals get the same rate as you. 

Yes all members in the US and Canada get text alerts.  New members get an email with the ability to opt in to receive text alerts.  If you can’t find that email then email us at [email protected] and we will resend the email to you.

Our TheoTrade mobile app allows you to receive push notifications.  All text alerts are sent by push notification as well so even if you’re outside of the US or Canada you can receive instant alerts. You can get the app by searching App Store or Play Store for TheoTrade Mobile.  Your log in is the same you use for the website. 

We offer a few “mini” classes. This is a great place to start because the classes are inexpensive, but give you a very good idea of the material.

 

Options 101 mini class:

https://theotrade.com/ebook-download/

Weekly Options Mini class:

https://theotrade.com/weekly-options-download/

Vertical Spread mini class:

https://theotrade.com/vertical-debit-spreads-download/

 

Technical Analysis 101: A Comprehensive Guide to Becoming a Better Trader Class:
https://theotrade.com/ta/

Technical Analysis 201: From Chart Setups to Trading Execution Methodology Class
https://theotrade.com/ta201/

Fractal Energy Trading Class:
https://theotrade.com/fractal-energy/

Sorry, we only offer video streaming like Netflix. You can stream all you want, but can’t download. 😉

Like Netflix, our TheoTrade mobile app allows you to temporarily download videos for 48 hours to watch offline.  You can get the app by searching iTunes or Play Store for TheoTrade Mobile.  Your log in is the same you use for the website. 

First, there are a lot of services out there. The Internet has made it so that anyone with an Internet connection and some sales ability can throw up a website to convince people they’re traders (or anything else).  Many of them had one good trade and then sell you a class as if they’ve come up with a real long term trading strategy.  The truth is many of these so called experts are just showman. They show you only their winning trades, they put on both sides of a trade and show you only the trade that worked, or they take screenshots at only the most convenient times.

Don is the only one out there with 15 years in the brokerage industry who led the entire education team in a $20 billion firm. He was in charge of educating their over 7 million clients. He was the guy this firm sent out to train fund managers and professional investors. TheoTrade has built a team of vetted traders who have a minimum of 15 years of professional trading experience. 

You can either go with the best or imitations that charge much more and give you a lot less.

At TheoTrade we are following the same guidelines as a SEC reg firm (though we are not) and are intentionally not posting p/l returns or percentage returns for an entire portfolio. Most education firms fabricate trades, fills, allocations, and portfolio returns… which we find reprehensible. Our members have access to the TheoTrade tracker that has all of our Opening and Closing trades including precise fills on each trade. You will have to calculate p/l based on the number of contracts you trade and include commissions in order to factor a decent idea of returns.