Account Types

Which trading account is best for you?

Whether you are an experienced professional or new to trading, Heritage West Futures, Inc. offers an account plan designed to meet your personal investment objectives, trading style, and experience.

Regardless of the account type that you choose, you can be guaranteed professional, efficient, and friendly service, along with complete access to the wide array of benefits that are available as a client of Heritage West Futures.

After you decide which account plan is best for you just click Open an Account to get started.

You may also Transfer Your Account to us. Your open positions and cash balance will be moved to us. You can still enter and exit trades during the transfer process.

FULL SERVICE

We specialize in full-service futures brokerage at reasonable rates. Our Full Service account is our most popular account plan. Our experience and expertise could save you many times in order execution what you might save in commissions with a discount, no-service firm. With this program, you work one-on-one with a Heritage West futures and options specialist. Your broker will stay in constant contact as your consultant and sounding board. You can use your broker to obtain critical trading information, discuss trading strategies and risk management, review fundamental and technical market analyses, and receive education on futures and options. Your broker will also give specific trade recommendations and help track your positions. This type of account is perfect for novice traders who have taken a Ken Roberts trading course. It is also a great choice for experienced traders who do not have the time to closely monitor the markets or want assistance with trading strategies.

DISCOUNT

Designed for veteran commodity traders, this account is self-directed by the customer. All orders are entered exactly as communicated to the broker; therefore the customer should be proficient with order placement. Like other types of accounts, orders are executed quickly with fills reported promptly.  Heritage West uses only licensed brokers, eliminating the delay caused by trading through massive, overburdened order desks. 

ONLINE TRADING

Are you a seasoned trader seeking low rates and rapid electronic order execution without having to talk to a broker? If so, Online Trading is the answer. Transmit your orders DIRECT to the exchange floor with speed, reliability, and convenience. In addition we offer a well-supported trade desk ready to offer assistance with your orders. Minimum deposit for the Online Online Trading Trading Account is $5,000.

MANAGED FUTURES

Managed futures provide investors the opportunity for diversification through management in important international markets unavailable in traditional investment portfolios. They are best suited for those individuals who do not have the time to work with a broker or trade an account themselves. We recommend Commodity Trading Advisors (CTAs) who meet our strict selection criteria and that fit your investment criteria, such as investment goals, capital, commitment, and risk tolerance.

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Past performance is not indicative of future results. 
Futures and options trading involves substantial risk of loss and is not suitable for all investors.
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