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Instructions
Quickly place an order within Portal by clicking the Trade tab > Order Ticket, or by clicking Menu in the top left corner > Trade > Order Ticket.
The order entry panel appears with order parameters.
To create an order
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Enter or search for a symbol (for example: Stocks, Options, Futures, etc.)
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If you hold more than one account, select an account from the drop-down selector next to the Order Ticket page title.
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You can change the product type by selecting a different tab (for example: Stocks, Options, Futures, etc.).
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View a graph, product quote, and account balances on the right hand side
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Set the side by clicking Buy Order or Sell Order.
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Enter the order quantity
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Choose the order type
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Enter price as needed
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Modify time-in-force if needed
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Elect to either Preview or Submit the order
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Place the order
Additional Resources
Last updated on September 13, 2024
