Active Trader Pro®: A weekly class for beginners

Virtual classroom details

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

Nate Herkimer and Brett Yoder from our Trading Strategy Desk, experienced trading professionals, 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, July 12, 2018
Noon–1 p.m. ET

Week 1: Setting up Active Trader Pro

In the first week, Nate and Brett 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, July 19, 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, July 26, 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, August 2, 2018
Noon–1 p.m. ET

Week 4: Trading and Analyzing Options

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


Colin SongerBrett Yoder's career with Fidelity began 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).

Colin SongerNathaniel Herkimer began his career with Fidelity in 2015. He spent time in our Active Trader Services function before joining Fidelity's Trading Strategy Desk. Nathaniel graduated from Utah State University with a Bachelor in Political Science. He is currently a Registered Securities Representative (Series 7/63) and a Registered Options Principle (Series 4).