📊 Stock & ETF Trading

How to Avoid Pattern Day Trader (PDT) Violations

Understand FINRA's Pattern Day Trader rule and avoid violations using smarter scheduling, cash accounts, and a simple round-trip tracker.

Key Takeaways

  • •4+ day trades in 5 business days with <$25k = PDT
  • •Track round trips; swing trade to reduce frequency
  • •Consider a cash account (different settlement rules)

PDT basics (U.S.)

The Rule:

A "day trade" is opening and closing the same security on the same day. 4+ within a rolling 5-day window can flag PDT if equity < $25k.

Avoiding violations

Trade less frequently

Move to swing timeframes.

Cash account

Avoids PDT but respects T+2 settlement for stocks (can only re-use settled funds).

Journal tracker

Log date, ticker, open/close times to monitor the 5-day count.

Important notes

ETFs count too for the rule.

Day trading ETFs is subject to the same PDT restrictions as individual stocks.

Mistakes

  • •Scaling in/out same day without realizing each is a potential day trade
  • •Forgetting that partial fills can still count toward round trips

Account types comparison

Margin Account

Pros: Instant buying power, can short sell

Cons: Subject to PDT rule if <$25k

Cash Account

Pros: No PDT restrictions

Cons: Must wait for settlement (T+2), no shorting

Track Your Day Trades

Add a PDT counter column in your journal that auto-flags when you hit 3 day trades in 5 days.

Frequently Asked Questions

Does PDT apply outside the U.S.?

Varies—check your broker/jurisdiction.

Do options change it?

Same rule basis; settlement differs—verify with broker.