Active Trader Pro®: A weekly class for beginners

Virtual classroom details

Date: See schedule below Duration: 60 minutes Time: Noon–1 p.m. ET

Trey Jarrell from our Trading Strategy Desk, an experienced trading professional, 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. The class will cover key concepts and practical application of the program including: initial set-up, placing trades, charting, and option 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.

Times Sessions
Thursday, May 17, 2018
Noon–1 p.m. ET

Week 1: Setting up Active Trader Pro

In the first week, Trey will cover the basics: the 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, May 24, 2018
Noon–1 p.m. ET

Week 2: Placing Trades and Monitoring Orders

This week we focus on the customization ability of the platform and showcase how to make Active Trader Pro your own personal trading platform. Our goal is to not only help you understand the capability of the program, but also how to find the tools important to you.

Print and complete the homework assignment from Week 2 (PDF)

Thursday, May 31, 2018
Noon–1 p.m. ET

Week 3: Using the Advanced Charting Capabilities

Now that you understand the basic capabilities, we are ready to look at utilizing the advanced charting capabilities in the platform. You will 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, June 7, 2018
Noon–1 p.m. ET

Week 4: Trading and Analyzing Options

This week's class will focus on the various options tools available. Trey will review different ways of finding, analyzing, and trading your options strategy ideas.


Colin SongerEdward "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.