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.

April 2021

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, April 6, 2021
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, April 13, 2021
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, April 20, 2021
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, April 27, 2021
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, he graduated from Florida State University with a bachelor's degree in economics.


May 2021

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, May 5, 2021
Noon – 1 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)

Wednesday, May 12, 2021
Noon – 1 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)

Wednesday, May 19, 2021
Noon – 1 p.m. ET

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

Wednesday, May 26, 2021
Noon – 1 p.m. ET

Presenter

James Savage James Savage began his career with Fidelity in 2014 as a trader in our Service function. Since then he has held roles in our Premium Service and Active Trader Service functions. James joined the Trading Strategy Desk® in October of 2019. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).


June 2021

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, June 7, 2021
Noon – 1 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, June 14, 2021
Noon – 1 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, June 21, 2021
Noon – 1 p.m. ET

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

Monday, June 28, 2021
Noon – 1 p.m. ET

Presenter

Brett Yoder, CMTBrett Yoder, CMT®, joined Fidelity in 2010 as a trader in our Service function. Since then he has held roles in our International Trading, Premium Service, and Active Trader Service functions. Brett joined the Trading Strategy Desk® in January of 2017. He currently holds the Series 7 & 63 licenses, and is a Registered Options Principal (Series 4).