Exchange Agreements

  • What are Exchange Agreements?
    • Trade Ideas servers access a lot of data from a variety of sources including the NYSE and NASDAQ exchanges.
    • The NYSE and NASDAQ require us to keep updated records and file accurate annual reports of subscriber information.
    • Trade Ideas is required to verify whether each subscriber is a professional or non-professional trader.
    • Professional traders are required to pay additional fees to NYSE, AMEX, and NASDAQ.
    • Trade Ideas pays the exchange fees for non-professional subscribers. 
  • Am I a professional trader, if so what do I do?
    • Do you trade other people’s money or carry special licenses? If not, then you are probably not considered professional.
    • Here is a link to more information about professional trader status

How to fill out the agreements: 

Here is a helpful video showing how to access and fill out your exchange agreements:

  1. Go to Home Page
  2. Click login (upper right) and you will be redirected to the Account Management page
  3. Enter in your login information (upper right)
  4. Find where it says “Incomplete” and then go to where it says click here. 
  5. You will be redirected to the Exchange Agreement page for NYSE and NASDAQ
  6. Fill out your name, address, occupation, job position, and job description and SUBMIT
  7. You will continue to another page where you need to select Nasdaq & NYSE
  8. Select Nasdaq to go to the Agreement Form. 
  9. You need to enter your name as shown in the field (case sensitive)
  10. Read the agreement and then choose, I AGREE
  11. You will then be taken to the NYSE Agreement Form.
  12. Read Agreement Form and check the box, then select I AGREE
  13. You will be taken to another form with name, address, etc.
  14. Answer the questions below. If you are a non-professional trader, you will need to answer the first question with a “yes” and the following questions with a “no.” 
  15. If you are professional, then scroll down and you will see where it says “If you are a professional subscriber, please click the link to complete the NYSE professional agreements form” NYSE Professional Agreement Form
  16. It will then take you to pdffiller where you will be required to complete the NYSE agreement.
  17. Once complete, it will be submitted to the exchanges for approval (can take up to 24 hours)
  18. In the meantime, your account will not have live data. Once you are approved by the exchanges, you will be sent an email and your data feed will be turned on.
  19. When finished, select I AGREE 
  20. You will then be redirected to another page where you choose “Continue”
  21. You will be redirected to a page where you can download the software or choose the web version

Once you are logged in, you should see green bars and a green ball on the upper right. If you do not, please contact our support team at