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Discount Brokerage Weekly Roundup – Oct. 20th 2012

Discount Brokerage Weekly Roundup

From the Canadian discount brokerages, this past week saw the launch of a new contest by Questrade  called “Ring the bell with Questrade”.  Winners of the contest will get to ring the opening bell at the NASDAQ MarketSite and round trip airfare to New York City, three nights’ accommodation and $500 in spending money. For contest details you can click here.   TD Waterhouse Discount Brokerage officially announced the Thinkorswim Canada platform (which readers of Sparxtrading.com already heard about a few days earlier here).  Some feature upgrades to the services at BMO Investorline earlier this month include the Recognia-based Technical InsightTM Tool being deployed (you can read the news release here).  Recognia’s tools are a popular offering amongst many Canadian discount brokerages and provide technical analysis tools and screening for major stock indices in Canada and the US.

For the US discount brokers, several discount brokerages reported their quarterly earnings.  While Schwab reported a third quarter profit increase of 12 percent, the interesting stats were the drop in revenue trades (down 19% year over year) and a huge 61% drop in new brokerage accounts opened compared to last year. Full details on the Schwab release can be found here. Etrade also reported their earnings which came in lower than expected, and also saw a 61% drop in new accounts vs last quarter.  Interactive Brokers also reported a decrease in their earnings year over year and while new accounts grew 11% year over year, they too seem be suffering from decreased trading volumes (19% lower year over year).  TD Ameritrade reports later this month. For a quick overview of the US discount brokerage stocks, check out this Forbes article here.

On the hiring front, social media folks take note. There appears to be some opportunities to work for a couple of Canadian discount brokerages if you’re so inclined.

Best Canadian Discount Brokerage Tweet of the Week

This week’s best tweet comes from @nationalbank (on behalf of National Bank discount brokerage) via their content partners at @DesautelsMcGill.  The article, entitled ‘knowledge investing: the path to safer returns – part 1’ takes a look through the lens of value investing and the role that knowledge can play in selecting potential investments. You can access @nationalbank’s tweet here.

Event Horizon

This Saturday October 27th TD Waterhouse will be putting on its Direct Investing Expo in Vancouver. There will be a number of speakers including Bob Gorman, Chief Portfolio Strategist for TD Waterhouse.  For details click here.

The People Have Spoken

The following thread on Canadian money forum discussing the launch of ThinkorSwim Canada saw some good tips on the platform and eligibility along with the usual digs/cheers for favourite platforms.

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Thinkorswim Now Accepting Canadian Accounts

It’s official – Thinkorswim Canada (part of TD Waterhouse Discount Brokerage)  is now accepting new Canadian accounts.  For the moment, this service will allow TD Waterhouse discount brokerage clients to trade US equities and options and only through a US Dollar margin account.

Several discount brokerages have been rolling out new platforms recently including Scotia iTrade’s FlightDesk, and Questrade’s IQ, but from a features perspective, the Thinkorswim platform will be a genuine challenge for other Canadian discount brokerages thinkorswimto compete with.  Aside from being incredibly well-reviewed and designed, one of the biggest features that Thinkorswim will offer is the robust order type support for both stocks and options.  In addition to stop orders, Thinkorswim also supports conditional orders (also known as bracket orders), ladder orders and multi-leg orders.   The image (right) was taken from the Thinkorswim Canada section of the TD Waterhouse Discount Brokerage page (click here to see the full page) in reference to the order types available on the platform.

There are three versions of the software platform – mobile, web-based and desktop.  The web-based platform uses Flash (take note Mac/iPad users) and the desktop version uses Java 2, so while the web-based version might be a bit of a pain for Mac users, the desktop version should be compatible with PC’s & Mac’s.

The data fees associated with the platform appear to be waived until April of 2013 for all users, and starting in April of 2013 if you make 10 of fewer trades per quarter you will be billed $29/month. Thinkorswim customer support provided the following info on commission rates:

Commission is $9.99 flat fee for stock trading and $9.99 base fee plus $1.25 per contract for option trading.   Exercise and assignment of options is $15 flat fee.   We also allow the buyback of short option positions that are valued at 5 cents or less free of charge...Please note we do have a minimum equity and trade requirement of $10,000 and 30 trades per quarter.

The commission rates quoted are in line with TD Waterhouse discount brokerage’s fees for active traders,  and it is important to note the minimum equity and trade requirements associated with the account. If you fall below the stated minimums there might be some flexibility on keeping you on the thinkorswim platform but there is also the risk you will get “downgraded” to the WebBroker platform.

For more information on thinkorswim Canada, you can check out their webpage here.

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Discount Brokerage Weekly Roundup – Oct. 5th 2012

Discount Brokerage Weekly Roundup:

As we roll into October, the Canadian discount brokerage industry continues to show signs of competitive evolution.   First, the huge news released earlier this week that Questrade will transition into clearing its own trades via an in-house clearing division (currently pending regulatory approval).  By replacing their current clearing agent (Penson Financial Services Canada), Questrade believes they will be able to offer more timely settlement and record-keeping services to its clients – something that they had struggled with earlier this year around tax season.  While potentially helping to smooth things out on one side of their business, another reason why this move could prove to be important competitively for Questrade is that they will no longer be paying a clearing agent to deal with clearing and settlement. So what could they do with those extra dollars per trade they’ve been paying to their clearing agent? Depending on how much it costs Questrade to clear and settle their own trades (staff, technology, compliance etc), they might be in a position to lower their already low commission fees (i.e. pass along the savings instead of charging inactivity fees). This is a model that has proven to work well for Interactive Brokers. Alternatively, they might redeploy the extra cash into strengthening other aspects of their business as the competition amongst Canadian discount brokerages continues to heat up. Either way, this should be an interesting turn of events to watch unfold.

The second big piece of Canadian discount brokerage news is from Jitneytrade. In addition to announcing a move into their new offices (coincidentally Jitneytrade and Penson Financial Services Canada are located in the same building), Jitneytrade also announced their move into currency exchange .  The new foreign-exchange component is a service  aimed at institutional clients, and is another bold move for Jitneytrade into the institutional arena.

Best Canadian Discount Brokerage Tweet of the Week:

This week’s favourite tweet comes from @Scotia_iTrade:What’s the #KISS Principle? Watch The Market Guys and avoid some of the most common investing/trading mistakes [vid], http://ow.ly/8h4dt  – great video!

Event Horizon:

The Small Cap Conference is rolling into Calgary next week (October 9th)  and should offer investors interested in some small cap companies the chance to mingle with management, get some market analysis and maybe win a cool door prize.  For more details click here.

The People Have Spoken:

When it comes to taking a shot or passing up the stock market, the Great One Wayne Gretzky would rather pass.  This prudent strategy seems to have served him well in real life however it is an interesting position for brand ambassador to TD Waterhouse to play.  In any case, there were quite a few interesting responses to Wayne Gretzky’s personal finance tips from his interview earlier in the week.

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Discount Brokerage Deals & Promotions – October 2012

For the month of October, most of the discount brokerages who are offering deals and promotions are fighting hard to win the business of Canadian retail investors. We’ve made a few changes to the deals section so that information is a little bit easier to find.  We’ve put the discount brokerage promotions that include commission credits, free trades and any other promos in one table.  In a separate table (below) we’ve also listed the Canadian discount brokerages that are offering deals or promos on transfer fees.

First, the big news – Scotia iTrade is offering 100 days of commission free trading (no caps) with a deposit of $50,000 for new account holders and 100 days of FlightDesk™ for free. As far as throwing down the deal gauntlet, Scotia iTrade has certainly sent a message to other Canadian discount brokerages that is going to be hard to beat. Of course if you don’t have $50,000 burning a hole in your pocket or if 100 days of commission-free unlimited trades isn’t your thing, Scotia iTrade is still offering their 100 free trades + 60 days of free FlightDesk™.

*Update (Oct.10/12)* Disnat has also launched a deal this month celebrating their 30th anniversary.  For a deposit of  $50,000, Disnat is offering $300 in commission credits which are good for up to 6 months.  This offer is open to new clients and existing clients.

For more modest deposit sizes, Virtual Brokers has extended (again) its 150 free trades offer with a deposit of $25,000, and Questrade has two 100 free trade offers to choose from with a qualifying balance of $10,000.  National Bank Direct Brokerage is still running its “commission holiday” and refer-a-friend promos.  A much, much more modest promotion is being offered by Credential Direct for clients of North Shore Credit Union – 5 free trades and a credit ($125)for transfer-out fees. If you have $150,000 or more to open an account with, BMO Investorline is still running its 150/150 promotion where you get cash and trade credits, as well as their Refer-a-Friend promotion.

For the active traders, we are still running the exclusive Sparx Trading deal with Jitneytrade which gives you discounted commission pricing and discounts on the Realtick trading platform. For more info on the Jitneytrade promotion you can click here

Discount Brokerage Deals & Promos

Company Brief Description Minimum Deposit Amount Commission/Cash Offer Type Time Limit to Use Commission/Cash Offer Details Link Deadline
Jitney Trade A Sparx Trading exclusive offer! Use the promo code “Sparx Trading” when signing up for a new account with Jitney and receive access to their preferred pricing package and a massive 45% discount on the Real Tick trading platform. n/a Discounted Commission Rates none For more details click here none
Open a new account (TFSA, Margin or RRSP) and receive $50 commission credit . Use promo code: kdkfnbbc $1,000 $50 commission credit none none none
Refer a friend to Questrade and when they open an account you receive $100 and they receive $50. To receive this deal you must be an existing client with an equity account and refer a person that does not reside with you and who has not previously opened a Questrade account. $1,000 $50 commission credit (friend) $100 commission credit (referrer bonus) 60 days Refer a friend none
Credential Direct If you are a client of North Shore Credit Union, you can qualify for 5 free trades as well as a $125 transfer fee credit to cover transfer fees from another discount brokerage ($10,000 minimum transfer in value). To qualify, you must enter NSCU-05Trades on your application. $10,000 5 free trades must use trades by Feb. 28/2013 North Shore Credit Union Promo December 31, 2012
Get up to 100 free trades when you fund an account with a minimum of $10,000. You must open this account by October 30, 2012 and fund it with $10 000 within 30 days of account activation to qualify. You must enter promo code “100FREEQ”. There are quite a few other details, including a minimum balance requirement, so be sure to check the details link. $10,000 100 free trades ($495 value @ cheapest commission rate) 60 days 100 Free Trades October 30, 2012
As part of the Questrade Advantage program, deposit $10,000 into a new account by October 30th, 2012 and you can get 100 free trades. Enter the promo code “100ADVL” in the application online. Note that the advantage program requires you to sign up for a data package (currently $89.95/month) the fees for which vary according to trading activity. See details link for terms and conditions on pricing. $10,000 100 free trades ($495 value @ cheapest commission rate) 60 days Questrade Advantage Promo October 30, 2012
TD Waterhouse Open an account with $25,000 or more and receive 10 free trades. This offer is only valid at the downtown Vancouver TD Waterhouse Investor Centre. 10 trades must be completed within 6 months of account opening; reimbursement based on $9.99 commission rate. $25,000 10 free trades 6 months scanned photo of flyer none
Scotia iTrade Open and fund a new Scotia iTRADE account with at least $25,000 before December 31, 2012 and the commissions associated with your first 100 trades placed within 60 days of the date the account is activated and funded. Also, the new FlightDesk platform is being offered for free for 60 days. See details link for further terms and conditions. $25,000 100 free trades ($999 value @ $9.99 commission rate) 60 days Scotia iTrade 100 free trades + FlightDesk December 31, 2012
Open a new account with $25,000 before December 31, 2012 and receive 150 trades free. (Applies to the first 150 trades placed within 60 days of account opening at a maximum of $6.49 per trade with a total maximum value of $973) $25,000 150 free trades ($973 value @ $6.49 commission rate) 60 days New Account Promo December 31, 2012
Open and fund a new account with National Bank Direct Brokerage with $25 000 or more, and you can receive up to $750 in commission reimbursements. To qualify you must use the promo code “REGISTERED2012” in the general information section of the application form. Reimbursements will be paid in either January or April 2013 depending on date account is opened. See the terms & conditions link for more information. $25,000 $750 commission credit 90 days Commission Holiday Promo October 31, 2012
If you are an existing National Bank Direct Brokerage client and you refer someone to join, you each get $100. To qualify, the referred account must transfer at least $25,000 from another financial institution. If at least $25,000 is transferred, up to $135 of the transfer fee is covered. Use the promo code “FRIEND” when opening the account $25,000 $100 (friend) $100 (referrer bonus) n/a Refer a Friend October 31, 2012
Open an account with either: A) $25,000 or more and receive a $100 cash credit and 25 free equity trades. or B) $50,000 or more to receive $200 cash back and 50 free equity trades. A) $25,000 B) $50,000+ A) $100 cash credit + 25 free equity trades ($823.75 (min)total value @ standard equity rate $28.95) B) $200 Cash credit +50 free equity trades ($697.50 total value @ active trader rate $9.95) 60 days Cash back offer December 31, 2012
BMO InvestorLine Existing BMO Investorline clients who refer a ‘friend’ who then opens an account, (and the “friend” too) can qualify for a cash bonus, depending on the deposit amount. For deposits of between $50,000 and $249,999, the referral bonus is $200 and the “friend” receives $50; for deposits of over $250,000 the referral bonus is $300 the “friend” receives $100. To qualify for the deal, the referral reference code needs to be included in the application – see the details link for terms and conditions. $50,000 $50 cash (friend) $200 cash (referrer bonus) 60 days (see details) Refer a Friend Promo December 31, 2012
Scotia iTrade Open one or more new Scotia iTrade account(s) by November 16, 2012 with at least $50,000 in cash or net equity and receive 100 days of commission free trades. Also, you get to try FlightDesk free for100 days. To qualify you must enter promo code ” F’12 OFFER” when submitting new account application. See details link for more information. $50,000 unlimited free trades 100 days 100 Days Commission-Free November 16, 2012
Disnat Disnat is celebrating its 30th anniversary by offering new & existing clients $300 in commission credits which can be used for up to 6 months. To be eligible, new/existing clients need to deposit $50,000 into a Disnat account. You’ll have to call 1 800 268-8471 and mention promo code Disnat30. See details link for more info. $50,000 $300 commission credit 6 months Disnat 30th Anniversary Promo December 31, 2012
BMO InvestorLine Open a new account with $150,000 or more (or for existing clients make a deposit of $150,000 or more) and get $150 cash back and 150 free trades. Use the promo code BONUS when opening a new account (or when making a new deposit of $150,000 or more). See the details link for qualifying account types and conditions. $150,000 $150 cash 150 free trades ($1492.50 value 60 days 150/150 Promotion October 31, 2012

Transfer Fee Deals

Below are the discount brokerages that are offering deals that cover transfer out fees from other discount brokerages.

Company Brief Description Maximum Transfer Fee Coverage Amount Deposit Amount for Transfer Fee Eligibility Details Link Deadline
Move your brokerage account to Questrade and they’ll cover the transfer-out fee up to $150. $150 $25,000 Transfer Fee Promo none
Transfer $25,000 or more to a National Bank Direct Brokerage account and they will pay up to $135 plus taxes in transfer fees $135 $25,000 Transfer Fee Rebate none
Virtual Brokers will cover transfer fees from your transferring institution to a maximum of $150 per account. This offer is only applicable to accounts opened with at least $25,000 in equity before December 31, 2012. $150 $25,000 Transfer Fee Promo December 31, 2012
Qtrade Investor Qtrade Investor will reimburse your transfer fee up to $125 when transferring a balance of $25,000 or more. For reimbursement, please mail or fax a copy of your statement from the transferring institution that shows the transfer charge to Qtrade Investor at 604.484.2627 and indicate your Qtrade Investor account number. $125 $25,000 Transfer Fee Promo none
Disnat Disnat is celebrating its 30th anniversary by offering up to $150 to cover the cost of transfer fees from another institution. To be eligible, new/existing clients need to deposit $50,000 into a Disnat account. You’ll have to call 1 800 268-8471 and mention promo code Disnat30. See details link for more info. $150 $50,000 Disnat 30th Anniversary Promo December 31, 2012
Credential Direct If you are a client of North Shore Credit Union, you can qualify for a $125 transfer fee credit to cover transfer fees from another discount brokerage ($10,000 minimum transfer in value). To qualify, you must enter NSCU-05Trades on your application. $125 $10,000 North Shore Credit Union Promo December 31, 2012
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Pit Trading – A “handy” how-to infographic

Even though trading floors and exchanges have largely been replaced by server rooms filled with boxes of computer parts, there are still some places in the world where the movement of money or commodities is governed by people who can yell the loudest.  Welcome to the world of outcry pit trading, a place that redefines “hand to hand” combat. While few in number, some of the exchanges, such as the Chicago Mercantile Exchange (CME) are among the world’s most influential centers of trading.  We found this fun infographic explaining the incredible sign language used by pit traders (a style of trader communication mentioned by AJ Monte at the Scotia iTrade Education Summit) to move around billions of dollars worth of stuff. Also, if you’re interested in learning more about this type of trading, check out a neat blog dedicated to hand signals and pit trading.

open outcry trading hand signals
Click to see the full size image

 

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Event Review – Scotia iTrade Educational Summit – Vancouver 2012

As part of its cross country tour, the Scotia iTrade Educational Summit stopped in Vancouver and we had a chance to check out what it was all about.  This evening session featured presentations on how to go about investing in markets using technical analysis and risk management (provided by AJ Monte of The Market Guys), as well as a presentation and product tour of the FlightDesk™ and mobile trading app provided by senior manager for product strategy for Scotia iTrade, Kevin Dunseath.

The first segment with AJ Monte, Searching for Opportunities in Volatile Markets While Managing Risk, kicked off with a fun little exercise of simulating an open outcry style market pit.  Nothing gets a room going like 200 investors being able to yell “buy Apple” pit-trader style.  During the segment, AJ went through the basics of technical trading, the importance of volume and price action, and how to manage risk by controlling position sizes and using stop-losses.  While the session provided a brief overview of candlesticks and charting, the key takeaways are that buy-and-hold as a strategy may need to give way to buy-and-protect, and that managing risk effectively will ensure your odds of surviving and succeeding will improve.

Scotia iTrade also provided attendees with a chance to tour their new FlightDesk™ platform and their mobile trading app.  While we didn’t get to see the mobile app in action, we did get a chance to walk through some of the key features.  One of the interesting new features coming out in the next release of the mobile platform is the ability to receive ‘unauthenticated’ quotes and watchlist updates meaning that you won’t have to log in every time you want to receive a quote or view your watch list.  Also coming up in the next update of the mobile app is the improved ability to transfer between brokerage account and a bank account.

The FlightDesk™ platform has quite a number of tools that cater to both active as well as non-active investors.  The interface itself looks very slick; however with any piece of software, functionality will determine its worth.  Some interesting features of the platform include the ability to create heat maps (even with Canadian stocks), and the ability to chart options prices.  Some drawbacks, such as the inability to float windows (i.e. place FlightDesk™ windows anywhere on your desktop) mean that there is still some room for improvement, especially for active traders’ needs.  One popular feature on the release horizon is an upgrade to the order types that can be handled (such as bracket & contingent orders) as the current set of order types FlightDesk™ can handle is fairly standard.

Overall, the event was a good opportunity for do-it-yourself investors to connect with their discount brokerage and to get a basic introduction to some educational concepts and tools that can be useful when investing on your own. This type of event also provides the chance to ask and find out about specific features of interest from the iTrade representatives directly.

From an educational perspective, this event did provide a few basics, but is certainly something that individuals would want to build upon. Fortunately, Scotia iTrade offers a number of free webinars and seminars (here’s the link to the Scotia iTrade investor education calendar), many in partnership with AJ Monte, that cover educational topics of interest for the do it yourself investor.  To find out about more investor education events being offered in Canada and online, you can check out our calendar here.

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Canadian Discount Brokerage Investor Satisfaction Results – 2012

JD Power and Associates have just released the results of the 2012 survey of Investor Satisfaction℠ with Canadian discount brokerages.

Between June and July of 2012, 2900 Canadian retail investors were surveyed about their level of satisfaction with their discount brokerages. Data was obtained for 12 Canadian discount brokerages, although results for Credential Direct were not reported due to insufficient sample size. “Investor Satisfaction” was measured on a 1000 point scale, and covered areas such as trading charges and fees, interaction, problem resolution, financial planning tools, website accessibility and services and seminars.

In terms of scoring, the Canadian discount brokerage industry average score of investor satisfaction in Canada was about 700, with the highest score of the group (768) going to Disnat and the lowest score (656) going to Scotia iTrade. To put those numbers into context, US investors found their discount brokerage experience far more satisfying with an industry average of 768. To put that into perspective, the best scoring Canadian discount brokerage on this scale would be considered just average south of the border.

So where are Canadian discount brokerages falling short? It seems that there are some perceived gaps in problem resolution, trading charges and ‘interaction’. One very noteworthy statistic has to do with loyalty of Canadian investors to their investment firm. This survey found that only 19% (or 1 out 5) of Canadian investors strongly agreed to being loyal to their primary investment firm with 23% of respondents saying they “definitely will” recommend their primary investment firm. Put another way, it seems that 4 out 5 Canadian investors won’t be strongly loyal to their primary investment firm, a situation that will certainly cause Canadian discount brokerages to sit up and take notice.

The implications of this survey point to a real upshot for consumers. Canadian investors will likely benefit from the fierce competition from the crowded market that is the Canadian discount brokerage landscape. In order to get new clients or keep their existing clients from jumping ship, expect discount brokerages to start offering more incentives and promotions (such as the deals listed here), lowered commissions & fees, new services and tools and educational seminars (which you can find listed here) to earn new business and capture the turnover of those “not-so-loyal” customers.

 

Investor Satisfaction Results

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Following the “invisible hand” of the market

As a follow up to the article on the “vanishing trader”, we decided to look at the “invisible hand” of the market.  We took a brief look at the recent trading volume data (you can access this data here) published by one of the largest discount brokerage firms in the US, Interactive Brokers (ticker symbol IBKR).  While the available data only goes back to 2008, it is interesting to see the trend in volume of shares traded from 2008 through March of 2011 follow the trajectory of the markets upward.  Somewhere in early 2011 however, the volume of shares flowing through  IBKR pulled back significantly and continued to decline overall to present levels (about 4.5 million shares/month as of August 2012).

Even though we cannot know for sure why this slow and steady drop off has occurred, the data shows the S&P 500 going in one direction while trading volumes go in another. One theory is that the doom and gloom in the headlines over Europe and the stability of the European Union, the Arab Spring movements in the Middle East and the lackluster economic news  coming out of the US have finally taken their toll on the retail trader (who happen to make up a large portion of IBKR’s customers).  Both TD Ameritrade (ticker symbol AMTD) and Schwab (ticker symbol SCHW) have also felt a similar absence in trading volumes, indicating that IBKR is not alone.

One burning question remains, if the retail investor isn’t behind the recent rally then who is?

Invisible Hand - Interactive Brokers Shares Traded 2012 YTD

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Brokerages Gone Social

Social Discount BrokeragesEven though discount brokerages haven’t traditionally portrayed the most “fun and friendly” image, more and more of them are starting to become visible on social media sites such as Facebook and Twitter. While you (hopefully) won’t find those embarrassing pictures of a drunken night gone wild or an angry rant about a horrible boss, plugging into the news feeds of a discount brokerage can be an interesting way to get insight into the organization, follow any promotions that may be underway as well as get a glimpse at the conversations they’re having with their customers.

While some Canadian discount brokers, such as Interactive Brokers, Jitneytrade, Questrade, Scotia iTrade and Virtual Brokers, have their own dedicated twitter and Facebook pages, others such as Disnat Direct, TD Waterhouse and BMO InvestorLine bundle messages about their other financial products and services along with discount brokerage news.

Social media sites, such as Twitter and Facebook, are tricky territory for companies (especially financial services companies) because these channels are public and interactions between the company and customers are visible for everyone to see.  On the other hand these social media sites offer the opportunity for you to share what you love, or love to hate about your brokerage, giving straight feedback and having your voice heard as a client.

One handy feature of being plugged into something like a discount brokerage’s Twitter feed is that it offers a fast way of seeing what other investors or traders are experiencing. If a website is down or there is an outage of service, one of the best places to check (outside of the trading platform itself) and see what’s going on is via the ‘twittersphere’.  Active traders especially are among the first to let others know if something is amiss.

Our table below has those Canadian discount brokerages that are currently on either Facebook and/or Twitter as well as links to their respective feeds.

Brokerage Name Twitter Facebook
BMO Investorline part of @BMO part of “BMO Community Facebook Page
CIBC Investors Edge
Credential Direct
Disnat Direct @DesjardinsGroup Disnat Direct Facebook Page
HSBC InvestDirect
Interactive Brokers @IBGroupLLC Interactive Brokers Facebook Page
Jitneytrade @Jitneytrade
National Bank Direct Brokerage part of @nationalbank
Options Express
Qtrade
Questrade @Questrade Questrade Facebook Page
RBC Direct Investing
Scotia iTrade @Scotia_iTRADE
TD Waterhouse Discount Brokerage part of @TD_Canada Part of the TD Waterhouse Discount Brokerage Facebook Page
Virtual Brokers @Virtual_Brokers Virtual Brokers Facebook Page
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On Demand Webinar & Seminar Videos

seminar webinar

Below is a list of “on demand” educational seminars and webinars from a variety of Canadian discount brokerages on a variety of investing-related topics.  To access them, simply click on the video links.  As this list will be constantly reviewed and updated, check back for more links/videos.

Title Category Length Company Host url Description Registration Required
Investing Ideas: Research Tips for Dividend Investors Dividends 0:06 TD Waterhouse Bob Gorman video link Learn why investors use dividend-paying stock strategies in their portfolios during low interest rate environments. And, see how Do-It-Yourself (DIY) investors use the Screener tool in WebBroker Markets & Research to find the right dividend-paying stocks. N
Discover Exchange-Traded Funds Exchange-Traded Funds n/a National Bank Direct Brokerage Daniel Trempe video link This webinar will introduce the main fund families, their unique characteristics and advantages N
Turning Equity Volatility into Yield Exchange-Traded Funds 0:52 Scotia iTrade Horizons ETFs video link Discover how to implement alternative strategies to reduce downside risk in a portfolio while generating attractive monthly income with Horizons Actively Managed enhanced income solutions. This innovative approach provides investors with reduced cost and increased tax
Portfolio Drivers: Investing in Gold, Natural Gas & Other Broad Commodities Exchange-Traded Funds 0:53 Scotia iTrade iShares video link We introduce investors to the options, benefits and reasoning behind commodity investing. Discussion topics will include how to access commodities through different vehicles as well as the structural intricacies behind each method. This includes direct investing through the physical commodities, accessing contracts and equities.
Converting Market Volatility Into Income Using ETFs Exchange-Traded Funds 0:32 Scotia iTrade Horizons ETFs video link Currently we see a great deal of volatility in the markets. Join us to learn how to effectively use Exchange Traded Funds to turn market ups and downs into income.
Income Investing Using ETFs Exchange-Traded Funds 0:34 Scotia iTrade Horizons ETFs video link There has been a great deal of growth in the ETF market recently allowing individual investors a great deal of choice when tracking a particular market. Did you know that ETFs can also be used to effectively generate income? Join us to learn about ways to use ETFs to produce an income stream within your portfolio.
Bonds, The Better Investment Fixed Income 0:57 Scotia iTrade Scotia iTrade video link There’s misconceptions around bonds – investors are often unsure of how they work. Joey Mack will provide some surprising facts about bond market returns, and provide guidance over how investors can participate in the top performing asset classes in Canada.
Educational Summit Investing 1:55 Scotia iTrade Scotia iTrade video link Featuring presentations by recognized industry speakers, AJ Monte of The Market Guys who will discuss Managing Risk in today’s markets and Marcus Schlechta of iShares who will discuss how ETFs can help support your investing objectives.
Take advantage of margin accounts Margin 0:34 National Bank Direct Brokerage Daniel Bonilla video link This webinar is an introduction of the characteristics and function, as well as the advantages, of margin accounts. N
Contract Selection Options 0:58 Scotia iTrade The Montreal Exchange video link Find out which option contracts are best suited to meet your specific objectives and how you can apply some simple rules to make contract selection easier.
The Power of the Put Option Options 1:00 Scotia iTrade AJ Monte of The Market Guys video link AJ Monte of The Market Guys will cover key strategies you can implement when markets take a downturn which will appeal to both traders and investors at all skill levels.
Investing Ideas: Investing with Covered Calls Options 0:05 TD Waterhouse Dino Bourdos video link Learn more about the covered call options strategy as our TD Expert highlights some basic risk and rewards involved in the strategy and why investors may consider using it in a low interest rate environment. Also, see how Do-It-Yourself (DIY) investors use WebBroker to implement a covered call strategy. N
Five mistakes that options traders make Options n/a Questrade InvestView video link Options can be a good strategy for leveraging your portfolio. However, many new options traders (and, frankly, many seasoned options traders) make the same mistakes over and again. Sign up for this webinar to learn how to avoid the five most common mistakes:
Advanced Options Strategies: Straddles & Strangles Options 0:57 Scotia iTrade The Montreal Exchange video link The purchase of a call and a put simultaneously on the same underlying security allows the investor to take advantage of a volatile move in share price in either direction. Learn which market conditions favour this strategy, what types of stocks to look for and which strike prices and expiration months are
How to Manage Risk in Volatile Markets Risk Management 0:54 Scotia iTrade AJ Monte of The Market Guys video link Join The Market Guys as they describe strategies you can use to limit the downside risk while protecting profits in your stock portfolio.
The Science of Setting Stops Risk Management 0:59 Scotia iTrade AJ Monte of The Market Guys video link Come prepared to join The Market Guys for a REAL-TIME stock charting session where you are invited to provide your own stock symbols for analysis.
How to Manage Risk Using the 1% Rule Risk Management 0:58 Scotia iTrade AJ Monte of The Market Guys video link Join us as Rick and A.J. talk about protecting your downside in these volatile markets
Profit from Knowing the Best Times to Trade Risk Management 0:46 Scotia iTrade CyberTradingUniversity.com video link Many professional traders pick & choose their spots to trade because they know what periods of the day are most likely to lead to profits. Let Fausto teach you the “rhythms” of the market from his decades of experience.
The 10 Most Frequent Mistakes Traders/Investors Make Risk Management 1:00 Scotia iTrade AJ Monte of The Market Guys video link Join AJ Monte of The Market Guy as he covers the major repetitive errors made by traders and investors alike and how to avoid them in your own portfolio.
The Market Guys Risk Management Strategies for Traders Risk Management 1:00 Scotia iTrade AJ Monte of The Market Guys video link We kick off the first of 3 Risk Management sessions this month with one of the top teachers in the industry. Join us to learn how to protect your stock and ETF positions using various methods. Presented by AJ Monte of The Market Guys.
Stay Out of Market Maker Traps – and Watch Your Profits Grow Risk Management 0:48 Scotia iTrade AJ Monte of The Market Guys video link Learn about common market maker set-ups and how to identify traps from a distance & avoid them to enhance your profits. Presented by: Fausto Pugliese, Founder & President of Cyber Trading University.
Mechanics of a Short Sale Short Selling <10 min Interactive Brokers Interactive Brokers video link The Mechanics of a Short Sale is a tutorial that is designed to show you the inner workings of how a Short Sale works.
Short Selling Short Selling 0:33 National Bank Direct Brokerage Daniel Bonilla video link This webinar is an introduction of the characteristics and function, as well as the advantages, of short selling accounts N
Charts & Patterns (a picture is worth 1000 words) Strategy 0:58 Scotia iTrade AJ Monte of The Market Guys video link Join The Market Guys as they give you the tools you need to identify patterns and simplify charting.
Trading Strategies to Consider for 2012 Strategy 1:01 Scotia iTrade AJ Monte of The Market Guys video link It’s a new year with new beginnings and new challenges. What new ideas can you place in your trading and investing toolbox for 2012? Let AJ Monte explore some possibilities with you.
Combining Technical & Fundamental Analysis Strategy 0:53 Scotia iTrade AJ Monte of The Market Guys video link Far too many investors and traders make the mistake of preferring one method of stock analysis over the other. Join The Market Guys as they show you how and why you need to use both.
Benefit from investing in the U.S. Strategy 0:05 BMO Investorline video link N
Key Strategies for a Bear Market Strategy 1:00 Scotia iTrade AJ Monte of The Market Guys video link Have past market downturns made you shy away from investing? Does today’s market volatility have you scratching your head over what to do? Let AJ Monte show you how to position yourself in order to take advantage of a market downturn. This session will be followed by an open Q&A session on Aug. 20th where you can volunteer stocks for analysis.
Picking Profitable Stocks in Volatile Markets Strategy 1:01 Scotia iTrade AJ Monte of The Market Guys video link Does volatility scare you as as investor? Wish you could understand how trends can influence the future possible direction of the markets? Join AJ Monte as he shows you how to make volatility your best friend in the markets by teaching you how to “Follow The Money”.
Bollinger Bands Technical Analysis n/a Questrade InvestView video link Bollinger bands are a powerful indicator for measuring volatility, which is essentially price movement. Register for InvestView?s Bollinger bands webinar and learn how to effectively use this important tool in your technical analyses.
Introduction to Technical Analysis Technical Analysis 0:25 Interactive Brokers Interactive Brokers video link The Technical Analysis Tour explains the important role of the chart analyst and how technical and fundamental analyses differ. In this introductory tour, you will learn how to identify areas of support and resistance on a chart, the role of different time frames, and how to interpret basic trend formation
Introduction to Technical Analysis with Recognia Technical Analysis 1:04 National Bank Direct Brokerage Kathryn Griffiths – Recognia video link This webinar provides an overview of technical analysis and how it can be used to help make investment and trading decisions. It includes a review of actual patterns and charts as they are identified by the Recognia system and made available to clients on National Bank Direct Brokerage’s transactional website. N
ETFs best practices Exchange-Traded Funds 0:40 Disnat John Gabriel – Morningstar video link John Gabriel from Morningstar discuss ETF best practices, how investors should use ETFs and how to make them part of your portfolio.
The five pillars of evaluating mutual funds Mutual Funds 0:41 Disnat Nick Dedes – Morningstar video link Nick Dedes, Mutual Fund Analyst at Morningstar to discuss the five pillars of evaluating mutual funds.
Stockscores Canadian Active Trader Expo (SCATE) – 2012 Strategy 0:56 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains the basics of stock analysis and trading at the 2012 Stockscores Canadian Active Traders Expo (SCATE)
How to Make a Living Trading the Stock Market  Strategy 0:12 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains how to make trades holding stocks for minutes or days. This is a video to watch if you want to quit your day job to become a full time trader
Manage Your Retirement Portfolio in Only Minutes a Day Strategy 0:20 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains how to manage your retirement portfolio in only minutes a day using Stockscores, stops and technical analysis.
How do you limit your losses? Use options to hedge your portfolio Options 0:51 Disnat Jason Ayres – Montreal Exchange video link This recorded webinar explains the safe usage of options as a means to hedge a portfolio against market risk. Learn to use options to help maintain profits and limit losses.
Emotion Control & Trading – The Mindless Investor Strategy 0:21 Disnat Tyler Bolhorn – Stockscores video link Tyler Bolhorn from Stockscores explains to investors how to manage their emotions and risk. Taking emotion out of trading is probably the most important element a trader as to obtain to be successful at stock trading.