How do I place an order in Client Portal?

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.)
  3. If you hold more than one account, select an account from the drop-down selector next to the Order Ticket page title
  4. You can change the product type by selecting a different tab (for example: Stocks, Options, Futures, etc.)
  5. Enter a symbol, hit the Enter key and choose an asset from the list
  6. Set the side by clicking Buy Order or Sell Order
  7. Continue to define order parameters:
    1. Set the quantity. Use Shares, or toggle to USD to have the number of shares calculated by the cash value you enter
    2. Pick an order type and define the price as required
    3. Change the time-in-force and Outside RTH toggle if needed
  8. Click Submit Order to transmit the order

Additional Information

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