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

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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

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

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

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

Presenter

Trey Jarrell, CMTTrey 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

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

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

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

Presenter

Sam Shore, CMT 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

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

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

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

Presenters

Chase Cotnoir 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.