Trading Assistant
Instructions
The Trading Assistant comprises a group of separately-controlled notifications that can be set up to proactively notify you when user-specified market, account, position and order activities warrant. Notifications occur in real time, and are sent via email or text, based on your notification settings in Account Management.
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Tap the Account menu icon (head and shoulders) in the top left corner of the app and select Alerts.
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Tap Settings > Notification & Email
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Click Trading Assistant at the top of the page
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Edit the Trading Assistant settings as desired.
Notifications are controlled individually.
The Trading Assistant Status shows the ON/OFF status of each notification.
Market Notifications
Receive a notification if the daily price change percent exceeds the bounds you define for a specific instrument. Threshold boundaries can be set between -5% and 5%. e.g., “SPX up 2.5% (2656.66).”
Add multiple tickers by clicking the Add Security/Index icon.
Account Notifications
Receive an alert when the margin cushion or Daily P&L exceeds your boundary or range, e.g., “Margin Cushion Below 5%.”
Position Notifications
Sends an alert if the percent change of ANY of your positions exceeds the user-specified boundaries. i.e. “TSLA: Long 3,300 position down 2% (299.01).”
Trade Notifications
Sends an alert when an order fills, i.e. “SOLD 500 AAPL @ 174.98.”