Use the full-screen Order Ticket to create an order:

1. Click the Trade menu followed by Order Ticket
2. Select a product type (for example: Stocks, Options, Futures, etc.)…

VIEW MARGIN REPORTS

You can see your real-time as well as the end-of-day margin requirements in Client Portal…

If you are experiencing difficulties trading in your paper trading account, there are several potential reasons and solutions to consider:

Trading Permissions…

You may not be able to log into your paper trading account if: 

• Your live account has been migrated to a different legal entity. In that case, your old paper trading account was closed.
• You requested a new paper trading account that is not ready. It normally takes 24 hours to be activated…

1. Click the Trade menu followed by entering the symbol
2. Set up the order details
3. Use the Outside RTH toggle (to the right of the Time-In-Force field) to enable…

CHANGE EMAIL

Use the button above or follow the below procedure to change your email address:…

In Client Portal, you can find your account number on the Home page in the area called Your Portfolio. If you are in Trader Workstation, your account number will be in the top right corner of the window…

CONFIGURE MESSAGE PREFERENCES

Use the button above or follow the steps below to configure your Message Center preferences:…

Each of our trading apps provides a feedback icon that makes it easy for you to let us know what you are think while you are right there in the platform. Click or tap the Feedback icon and select:

• I have a suggestion: Enter a new idea and view suggestions from other clients. If you see your suggestion in the list, we recommend you cast your VOTE for it instead of creating a new entry. …

 Tickets automatically close after 7 days if the client does not post a response…

LINK EXISTING ACCOUNTS

If you do not see the option to"Create New Individual, Joint or IRA Account" in Client Portal, it is because the system detects that there are existing accounts eligible to be linked under the same username and password. You must first link them together before you will be eligible to create a new linked account:…

Client Portal provides a simplified web interface for clients to view account metrics, place and track orders, and much more.

• Designed for traders to view real-time (or near real-time) information about their accounts and their positions while maintaining access to basic analytics, watchlists, option chains to facilitate quick trades…

To enable wide layout for larger screens in Client Portal, click the User icon in the top right corner and toggle on Wide Layout. If the feature is disabled, you can zoom out to enable. This view makes efficient use of your PC's larger screen by including more information on a single screen and allowing for faster and easier navigation. In normal-width view you often need to drill-down to access multiple levels of information, and use menus or the back button to continue navigation. For example, when Client Portal is in normal-width view, when you click a position in your portfolio you see the chart and basic Quote Details, plus the Buy/Sell/Watchlist buttons, calendar event and news headlines. To see more for any of these, you need to use the expand arrow to invoke a pop-up window or move to a new screen. To choose a different instrument, you need to access Portfolio from the menu, or use the forward/back arrows to move one by one through all of your positions…

ACCESS PENDING ITEMS

Use the button above or follow the below procedure to access pending items in Client Portal:…

CHECK YOUR CASH AVAILABLE FOR WITHDRAWAL

Use the button above or follow the below procedure to check the cash available for withdrawal:…