Trade
Instructions
Use the Order Ticket option under Trade in Client Portal to trade stocks, options, futures, future options, mutual funds, warrants, CFD's, bonds, commodities, forex, and crypto. Clients can also view orders & trades, convert currency, close positions, subscribe to IPO and set up recurring investments. You may navigate to this page by taking the steps outlined below.
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Click the Trade tab at the top of your page > Click Order Ticket
Note: If you are a Client under an Advisor, you will not see the Trade menu unless Trade has been enabled.