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WSO Free Modeling Series - Now Open Through
August 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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You will be able to make trades, you will be subject to a 30 day hold period, and you won't be able to trade stocks on the group's restricted list. You will also have to clear every trade with the group's compliance/control room. You'll also have to declare all of your accounts and likely won't be able to trade things outside of the declared brokerage account(s) unless you're willing to put up with a huge hassle.
+1SB, curious as well.
You will only be able to close positions
They will make you put it all in Safemoon
No buying anymore and you wan't be forced to sell. Have fun before you strat! Because day1 you will under heavy compliance bud. Dude some yolo trades beforehand
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