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.

November 2018

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)

Wednesday, November 7, 2018
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)

Wednesday, November 14, 2018
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)

Wednesday, November 21, 2018
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.

Wednesday, November 28, 2018
10:30 a.m. – 11:30 a.m. ET

Presenter

Colin Songer Colin Songer joined Fidelity in November 2005. Since then he has been providing support and helping to educate Fidelity's clients on several topics including fundamental analysis, technical analysis, and option strategies. Colin has been part of Fidelity's Trading Strategy Desk since February 2014. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principal (Series 4).


December 2018

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)

Thursday, December 6, 2018
2 p.m. – 3 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)

Thursday, December 13, 2018
2 p.m. – 3 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)

Thursday, December 20, 2018
2 p.m. – 3 p.m. ET

Week 4: Trading and analyzing options
Review different ways of finding, analyzing, and trading your options strategy ideas.

Thursday, December 27, 2018
2 p.m. – 3 p.m. ET

Presenters

Trey Jarrell Edward "Trey" Jarrell 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, Edward graduated from Florida State University with a bachelor's degree in economics.


January 2019

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)

Friday, January 4, 2019
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)

Friday, January 11, 2019
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)

Friday, January 18, 2019
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.

Friday, January 25, 2019
10:30 a.m. – 11:30 a.m. ET

Presenters

Fidelity's Trading Strategy Desk is here to help you identify and analyze trading opportunities for stocks, ETFs, and options. We assist with how to use Fidelity's tools and resources to conduct fundamental research, utilize technical analysis, and apply advanced options concepts in making trading decisions. We achieve this through holding one-on-one appointments, hosting online brokerage classroom sessions, and facilitating educational webinars.