What can I see on the Orders & Trades screen of Client Portal?

You can see a list of recent orders and their status as well as executed trades on the Orders & Trades screen in Client Portal. You can also modify or cancel orders that have not been filled yet. There are several ways to get to the Orders & Trades screen from within Client Portal:

  • Click the Trade menu followed by Orders & Trades.
  • Alternatively, click on Trade in the upper-right hand corner of the Home page. This will open up a pane that allows you to create new orders as well as view, modify or cancel prior orders.

To modify or cancel pending orders:

  1. Within the Orders & Trades page, click on the pencil icon on the right side of the order row.
  2. Modify the order parameters in the Order Ticket panel that appears on the right side.
  3. Click Modify Order or Cancel Order.
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