How do I trade options in Client Portal?

To view option chains on the selected instrument and quickly create an order:

  1. Click on the underlying contract from a Watchlist to open the Quote Details page.
  2. Click the Option Chains icon in the top-right corner to load the Option Chains page.

To filter the options displayed:

  1. Click on the Configure icon in the top-right corner of the chains.
  2. Select the Time Period or Trading Class.
  3. Click Close.

To create an order from an Option Chain:

  1. Use the tabs along the top of the screen to choose an expiration date.
  2. For the contract you want to trade, click the Bid price (for a sell order) or the Ask price (for a buy order).
  3. In the Order Ticket panel, modify the order parameters as needed.
  4. Elect to Preview or Submit the order.

To create an option combination order from an Option Chain:

  1. Use the tabs along the top of the screen to choose an expiration date.
  2. For the contracts you want to trade, click the Bid price (for a sell order) or the Ask price (for a buy order).
  3. As you select multiple contracts, they will be added as legs to your combination.
  4. Once you have selected all desired legs, click the blue Trade button in the top right of the chains
  5. In the Order Ticket panel, modify the order parameters as needed.
  6. Elect to Preview or Submit the order.
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