Draft for review, 11.13.12

Revised with Gary’s feedback, 11.15.12

Subject line:

We’re upgrading your TradeKing account


Dear [Name]:

Very soon we’ll be rolling out exciting upgrades as part of our merger with Zecco. Here’s a sneak-peek of what’s ahead.

What benefits will I see immediately?

  • Upgraded research tools, powered by Markit on Demand. This powerful toolsuite offers everything you valued in our previous toolsuite, plus more – all in a sleek new interface. Watch this brief screencast by Nicole Wachs, Director of Education, to check it out.
  • Brand-new Alerts Center. Get notified by email, SMS, or via our mobile apps whenever the price or volume of a stock or index hits any of your customizable triggers. Our optional Breakfast Bell alerts wake you up to a pre-market briefing and several bullish and bearish trading ideas based on the latest news. Each idea includes our own Trader Network sentiment indicators.
  • Brand-new Global Markets Center, featuring the latest in commodities and currencies markets. Open a TradeKing Forex account now.

  • Improved ETFs & Mutual Funds Center and Economic Events Calendar
  • Cleaner, more intuitive site design. Based on client feedback, we’re streamlining the site, making navigation more robust so you can “see” more info with fewer clicks, and simplifying account sign-in. The result? A more convenient site that’s as highly secure as ever. Watch this screenshot about the new site navigation or download the Quick Reference guide (PDF) for more.


What additional upgrades will I see next?

In early December you’ll see even more benefits, including:

  • Terrific new mobile apps. Our significantly upgraded iPhone app and a NEW Android app are rolling out soon.
  • Multiple Watchlists. Soon you’ll be able to save up to 100 watchlists with 100 stock and ETF symbols each.

Do I need to do anything?

Nope. Once these new features roll out, you’ll see the changes automatically when you sign in to your TradeKing account. You may need to update any saved scanner or screener settings at that time.

We’ll let you know when Zecco’s highly rated mobile apps are ready for you to download, too.

What if I need help or have questions?

Feel free to contact us as always. You can also bookmark this page for the latest merger updates, how-to videos and helpful resources.

This is just for starters. We’re thrilled to build an even better broker with you.

Be good,

[Don sig]