Account And Portfolio Management Tools That Keep You Organized

Zacks Trade makes it easy to trade and manage all key aspects of your account and portfolio through Client Portal.


Access statements and trade confirmations based on custom parameters that you specify, and retrieve all tax documents through the tax section.

Account Configuration

Modify account trading permissions and add other privileges such as margin and authorized users.


Make deposits to and withdrawals from your account, and initiate account transfers from other brokers.


Make trades through Client Portal. Other platforms include, our flagship platform, Zacks Trade Pro or Handy Trader, our mobile app available for Android and iOS.


Change your security settings, password, and request our secure login card to add an extra layer of security to your account.

Zacks Trade Portfolio Analyst

Portfolio Analyst lets you quickly and efficiently analyze your portfolio’s performance based on a set of measurement criteria, including selected industry benchmarks.

Portfolio Analysis

Analyze your Zacks Trade portfolio on a daily, monthly, or quarterly basis. View results in easy-to-read, color-coded charts.

Detailed Reports

Quickly create PDF reports for easy viewing, downloading and presentation. View account performance statistics at a glance.

Performance Attribution

Determine how your asset allocation affects your portfolio’s performance when compared to the performance of the S&P 500 Index.

And remember, if you ever have any questions about managing your account, we’re here to help. Visit our Knowledge Center or contact us.