Yes — you can upgrade at any time. Your account will switch to the paid plan instantly, and your trial access will end early so you can begin using your full subscription benefits (including any TradeStation-funded promotions if applicable).

No — your trial ends automatically after 14 days. You won’t be charged, and we’ll send reminders before your access expires. You can upgrade anytime if you'd like to keep using Trade Automation Toolbox.

Automations are conditional logic flows that let you encode your trading strategy. They monitor market data, evaluate your rules (e.g., VIX thresholds, EMA relationships, time filters), and execute actions automatically based on the criteria you define

Yes. TAT runs on your Windows PC or VPS. This gives you faster execution, more stability, and stronger security — your environment is isolated to you, not shared on a central web server.

Yes. We provide a full YouTube tutorial series to help you get started quickly, along with a one-on-one onboarding session with our head of onboarding. You can schedule your session here.

We don’t create custom builds for individual users, but we offer a huge amount of support: step-by-step video training, template walkthroughs, backtesting tools, and a community filled with proven examples to help you construct and optimize your own setups.

No. The 14-day trial is free and does not require any payment information. You can upgrade whenever you're ready