Tradesk Support
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Activity overview
Latest activity by Tradesk Support-
Tradesk Support created an article,
Prism AI How Tos
Unlock comprehensive financial insights and market analysis powered by AI. Prism helps you quickly uncover new investment ideas without spending hours digging through data. Note: Currently, Prism...
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Tradesk Support created an article,
Prism AI: Tradesk’s AI-Powered Investing Tool for Research & Portfolio Analysis
What is Prism AI?Prism AI is Tradesk’s built-in AI-powered investment research and portfolio analysis tool. It’s designed to cut through the noise of markets by translating complex data into plain-...
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Tradesk Support created an article,
Non-US Customer Commission Schedule
For non-US customers trading U.S. stocks, exchange traded funds (ETFs), and other listed securities priced $1.00 or above. Securities priced under $1.00/share are currently unavailable for trading ...
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Tradesk Support created an article,
How do I set up a recurring investments plan?
Recurring Investments Set up a recurring investment plan which automatically invests in stocks and ETFs for you on your own daily, weekly, or monthly schedule. How does Tradesk’s recurring investme...
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Tradesk Support created an article,
Insider Trades Tool
Our powerful Insider Trades tool allows you to select a company, and track the trading activity of key executives over time. Where can I find the Insider Trades Tool?Through the Tradesk app: At the...
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Tradesk Support created an article,
Why don’t the proceeds on my 1099 match my gains/losses in the app?
The 1099 doesn’t show the amount of money that you deposited or withdrew, it shows the gross proceeds for any positions that were closed during the tax year. For example, let's use an account th...
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Tradesk Support created an article,
What is a wash sale?
If you sell a stock for a loss and purchase substantially identical stock either 30 days before, 30 days after, or on the day of the sale, you've executed a wash sale. Tradesk is required to report...
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Tradesk Support created an article,
What’s a 2439?
Form 2439 is a notice to shareholders of undistributed long-term capital gains. You might get a Form 2439 if you owned shares in a specific Mutual Fund or Real Estate Investment Trust (REIT).
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Tradesk Support created an article,
What’s a 480.6?
You’ll get a series of Form 480.6 if you receive dividends, interest, gross proceeds, or other reportable payments from a company domiciled in Puerto Rico in 2023, or you were a resident of Puerto ...
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Tradesk Support created an article,
What’s a 1042-S?
A Form 1042-S is used to report US-sourced income (like dividends and interest) paid out to non-US persons. If you’re certified as a non-US person for tax purposes and receive US sourced income, yo...