What is the Order Entry Panel?

How do I enter stocks to view and trade?
A stock for which you wish to enter an order or view on other portions on the application is easily accessed by entering its symbol in the Symbol dropdown box located on the upper left hand portion of the Order Entry Panel page.

Just enter the stock and click Go.

Where can I locate stock symbols?

• Watch Lists- You can choose to select a stock symbol from one of your pre-defined watch lists. If you left click on any of the symbols in the chosen watch lists, that stock will populate the Symbol box.
  
  
  
  
• Pinned Symbols - You can choose to select a "pinned symbol". Once a symbol is "pinned" (saved), you can left click on the symbol to populate the Symbol box.
  
  

  How Do I Pin & UN-Pin a Symbol?
  Example:
  You wish to PIN symbol XYZ. In order to do this, you must enter the symbol XYZ in the symbol box and then hit the Pin button. The Pin button is located directly adjacent to the dropdown arrow in the Symbol dropdown box.


This stock will be saved in the Pinned symbols until the time that you decide to unpin (delete) the symbol from the Pin list.
To unpin a symbol, just click the Pin button one more time and the stock would then get unpinned.

• Recent Quotes- Located directly adjacent to Symbol Lookup on the Stock symbol line are the most Recent Quotes you have viewed.
  
  You may choose one of your most recent quotes to populate the symbol dropdown box by left clicking on the symbol.

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How do I place a trade?

1. Enter Symbol
   You must enter the correct Symbol in the Symbol dropdown box.
   


2. Enter Action.
   You must choose what action you would like to initiate: Buy Sell, Sell Short or Buy to Cover.
   


3. Enter the Number of Shares.
   You must enter the number of shares you wish to trade. You can use the up and down arrows to scroll and change the quantity of the order.
   


4. Choose Order Type.
   You must select what order type you would like to enter. The choices are: Market, Limit, and Stop & Stop Limit.
   


5. Enter a price.
   You must specify the desired price and/or price parameters. ( A "Market" order is the only order type that does not require you to enter a price and/or price parameters.)
   


6. Choose Order Duration.
   You must specify the desired duration of your order if you have decided to place a limit, stop, stop limit order, trailing stop or trailing stop limit order. This determines the length of time you would like the order to remain "open."
   The choices are:
   1) Expire at End of Day (Day order)
   2) Good Till Cancel (GTC).
   


7. Choose Date of Expiration if GTC order is selected.
   If you have chosen GTC (Good till Cancelled) as the duration of your order, you must select a date of expiration for the order. You should left click on the calendar icon located directly adjacent to the Date box and choose the desired expiration date.
   
   
8. Verify order
   When you are satisfied with the parameters that you have chosen, click the Verify Order button located on the far right side of the order entry panel. This will send you to the Order description page.
   


9. Place order
   After reviewing the order parameters on the Order description page, you can select Place Order to then send the order to the marketplace or you can select Cancel to cancel the order.
   
   



How do I reset all the Order Entry Fields?
If you would like to reset all the order entry fields back to the default settings, click on the Reset All Fields underlined text located on the far right hand side of the order entry panel.