Trade using the Order Ticket

Instructions

  1. From the Quote Details screen, tap Buy or Sell to open the Order Ticket.

    • Additionally, you may tap the Trade button in the bottom left corner of the screen, followed by selecting Buy or Sell.

    If you are in Read-Only mode, you will be asked to complete the login process.

    The trade option on the iPad

Order Parameters

  1. Modify editable order parameters (Quantity, Time-in-force, Order Type, Price, Fractional, etc).

    • Use the down arrow to display a pick-list of values.

      The order parameters on the iPad

    • Use the plus/minus icons to change price and size values incrementally, by one unit. The plus/minus icon on the iPad

  2. You can select to create a Recurring Investment.

    The recurring investment option on the iPad.

  3. Optionally tap the preview button to preview the order before submitting.

  4. Use the slider to submit the order. If in Simplified mode, tap Submit Sell or Submit Buy.

    Note: Order Presets you defined in your desktop version are applied, when applicable, as default order values.

  1. From the Quote Details screen, tap Buy or Sell to open the Order Ticket.

  2. Select the PRIIP product you wish to trade.

  3. On the order entry screen, you can select the PRIIPs Key Information Document.

    The PRIIPs KID option on the iPad

 

Additional Resources