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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Managing your trades with Active Trader Pro^®

See how ATP can help you monitor and manage your portfolio and positions.

Tuesday, March 16, 2021
Noon – 1:00 p.m. ET

Intermediate
Platforms and Tools
Active Trader Pro

Platforms and Tools
Active Trader Pro

Platforms and Tools
Active Trader Pro

Platforms and Tools
Active Trader Pro

Platforms and Tools
Active Trader Pro

Platforms and Tools
Active Trader Pro

During this hour-long webinar, Fidelity professionals will discuss how to manage your existing positions as part of your overall trading plan. Using Active Trader Pro^®, they will demonstrate various tools you can use to monitor your portfolio and manage your trades.

You will learn how to:

Customize your positions and watch list page
Analyze and implement an exit strategy
Set up customized alerts to keep you updated on recent actions and events

Brett Yoder, CMT^®

Trading Strategy Desk^®
Fidelity Investments

Trey Jarrell, CMT^®

Trading Strategy Desk^®
Fidelity Investments

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Subscribe to receive invitations to our webinars and events

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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Brett Yoder, CMT^®

Brett 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).

Trey Jarrell, CMT^®

Trey 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.

Managing your trades with Active Trader Pro^®

Presenters

Brett Yoder, CMT^®

Trey Jarrell, CMT^®

Stay up-to-date on all of our upcoming events

Brett Yoder, CMT^®

Trey Jarrell, CMT^®

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Managing your trades with Active Trader Pro®

Presenters

Brett Yoder, CMT®

Trey Jarrell, CMT®

Stay up-to-date on all of our upcoming events

Stay Connected

Brett Yoder, CMT®

Trey Jarrell, CMT®

Managing your trades with Active Trader Pro^®

Brett Yoder, CMT^®

Trey Jarrell, CMT^®

Brett Yoder, CMT^®

Trey Jarrell, CMT^®