Trade using the Order Ticket

Instructions

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

  2. Additionally, you may tap the Trade button at the bottom 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 quote details on the iPhone.

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 iPhone.

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

  2. You can select to create a Recurring Investment.

    The recurring investment option on the iPhone.

  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 iPhone

 

Additional Resources