Place Orders in Portal

Instructions

Quickly place an order within Portal by

  1. Click the Trade tab followed by Order Ticket

The order entry panel appears with order parameters.

To create an order

  1. Enter or search for a symbol (for example: Stocks, Options, Futures, etc.)

  2. If you hold more than one account, select an account from the drop-down selector next to the Order Ticket page title.

  3. You can change the product type by selecting a different tab (for example: Stocks, Options, Futures, etc.).

  4. View a graph, product quote, and account balances on the right hand side

  5. Set the side by clicking Buy Order or Sell Order.

  6. Enter the order quantity

  7. Choose the order type

  8. Enter price as needed

  9. Modify time-in-force if needed

  10. Elect to either Preview or Submit the order

  11. Place the order

    Image of the order ticket in portal.

 

Additional Resources