Personal Coaching

If your investing swing could use a bit of refining, the one-on-one attention of an optionsXpress Personal Coach might be worth a shot. Our dedicated coaches can help you develop the knowledge and discipline you need to have your best chance of success in the markets.

A Complete Education


In addition to our extensive free self-directed learning tools and resources, optionsXpress customers can supplement their investing education with the support and interaction of a personal coaching experience. From investment basics to advanced strategies, the Personal Coaching program is designed to help you take your investing to the next level.


Reach Your Potential

Your Personal Coach will work with you to:

  • • Develop a trading plan to help manage risk
  • • Get the most out of the tools and resources made available from optionsXpress
  • • Move from paper trading into the market with confidence in online trading

Tuition Well Spent


As a Personal Coaching student, you will have access to:

  • • Weekly one-on-one coaching sessions
  • • Comprehensive training materials and self-tests
  • • A personal coaching hotline

Talk With Us

If you're ready to get more details and find out if Personal Coaching is right for you, give us a call at 1-888-300-1892 to schedule a conversation with one of our coaches.


The optionsXpress Personal Coaching Program is intended for optionsXpress customers only. Coaches are not registered representatives and may not answer specific questions concerning your account; any questions concerning your account should be directed to customer service by calling 1-888-280-8020. Any stock option or futures investment or example mentioned by your coach or within your Personal Coaching materials are for illustrative purposes only and are not intended to portray a recommendation to buy or sell a particular security or attempt a specific trading strategy or method. Example information is hypothetical and may be out of date or incomplete on the date of publication. optionsXpress makes no investment recommendations and does not provide financial, tax or legal advice. You are solely responsible for your investment decisions, and you should carefully evaluate any potential trading opportunity to determine whether it is right for you and suitable for your objectives. Please consult your tax consultant prior to making any investment that may impact your tax situation.


Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, volume and other factors. An investor should understand these and additional risks before trading. optionsXpress, Inc. makes no investment recommendations and does not provide financial, tax or legal advice. Content and tools are provided for educational and informational purposes only. Products and services intended for U.S. customers and may not be available or offered in other jurisdictions.

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