Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

Active Trader Pro^®: A weekly class for beginners

Our trading professionals at the Trading Strategy Desk^® will conduct a 4-week virtual classroom course with a small group of investors who would like to maximize the capability of the Active Trader Pro^® platform.

Virtual classroom details

Be the first to know

Receive invitations to our webinars and events. Subscribe now

This class will cover key concepts and practical application of the program including: initial set-up, placing trades, charting, and options analysis. There will be homework assigned after each session to help you apply your growing knowledge. Each class will build on the prior week's class, so please plan on registering for and attending all 4 weeks. These sessions are fully interactive, you will be able to ask questions, and we will show you the online tools to help you apply your knowledge.

October 2020

Session	Date and time
Week 1: Setting up Active Trader Pro^® The basics, benefits of using Active Trader Pro^® as well as general navigation of the platform. Print and complete the homework assignment from Week 1 (PDF)	Tuesday, October 6, 2020 10:30 a.m. - 11:30 a.m. ET Register for Week 1
Week 2: Placing trades and monitoring orders Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Print and complete the homework assignment from Week 2 (PDF)	Tuesday, October 13, 2020 10:30 a.m. - 11:30 a.m. ET Register for Week 2
Week 3: Using the advanced charting capabilities Learn about the components of creating a technical system and how to apply these concepts to your charts. Print and complete the homework assignment from Week 3 (PDF)	Tuesday, October 20, 2020 10:30 a.m. - 11:30 a.m. ET Register for Week 3
Week 4: Trading and analyzing options Review different ways of finding, analyzing, and trading your options strategy ideas.	Tuesday, October 27, 2020 10:30 a.m. - 11:30 a.m. ET Register for Week 4

Presenter

Trey Jarrell, CMT^®, joined Fidelity Investments in 2006. He spent time in our Service, Premium, Private Client Group, and Active Trader Services functions before joining the Fidelity's Trading Strategy Desk^® in June 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Prior to joining Fidelity, Trey graduated from Florida State University with a Bachelor’s degree in Economics. He has been trading stocks and options for 10+ years. Through his personal experience and passion for trading, Trey enjoys assisting our customers through their trading decisions to help them become more confident traders.

November 2020

Session	Date and time
Week 1: Setting up Active Trader Pro^® The basics, benefits of using Active Trader Pro^® as well as general navigation of the platform. Print and complete the homework assignment from Week 1 (PDF)	Monday, November 2, 2020 Noon – 1:00 p.m. ET Register for Week 1
Week 2: Placing trades and monitoring orders Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Print and complete the homework assignment from Week 2 (PDF)	Monday, November 9, 2020 Noon – 1:00 p.m. ET Register for Week 2
Week 3: Using the advanced charting capabilities Learn about the components of creating a technical system and how to apply these concepts to your charts. Print and complete the homework assignment from Week 3 (PDF)	Monday, November 16, 2020 Noon – 1:00 p.m. ET Register for Week 3
Week 4: Trading and analyzing options Review different ways of finding, analyzing, and trading your options strategy ideas.	Monday, November 23, 2020 Noon – 1:00 p.m. ET Register for Week 4

Presenter

Sam Shore, CMT^®, joined Fidelity in 2010 to provide trading support for Fidelity's clients. Since 2014, he has been a part of Fidelity's Trading Strategy Desk^®, helping investors with personalized coaching to aid in development and implementation of stock and/or option based trading strategies. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4). Sam graduated from Michigan State University with a Bachelor's degree in International Relations.

December 2020

Session	Date and time
Week 1: Setting up Active Trader Pro^® The basics, benefits of using Active Trader Pro^® as well as general navigation of the platform. Print and complete the homework assignment from Week 1 (PDF)	Tuesday, December 1, 2020 2:30 p.m. - 3:30 p.m. ET Register for Week 1
Week 2: Placing trades and monitoring orders Learn the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Print and complete the homework assignment from Week 2 (PDF)	Tuesday, December 8, 2020 2:30 p.m. - 3:30 p.m. ET Register for Week 2
Week 3: Using the advanced charting capabilities Learn about the components of creating a technical system and how to apply these concepts to your charts. Print and complete the homework assignment from Week 3 (PDF)	Tuesday, December 15, 2020 2:30 p.m. - 3:30 p.m. ET Register for Week 3
Week 4: Trading and analyzing options Review different ways of finding, analyzing, and trading your options strategy ideas.	Tuesday, December 22, 2020 2:30 p.m. - 3:30 p.m. ET Register for Week 4

Presenters

Chase Cotnoir began his career at Fidelity Investments in 2017. He spent several years in our Customer Relationship Advocate and Active Trader Services functions. Since joining the Trading Strategy Desk^®, Chase has coached many clients on concepts related to option strategies and risk management. He is a Registered Securities Representative holding both Series 7 & 63 licenses.

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Active Trader Pro®: A weekly class for beginners