Orders

Instructions

Use the Orders & Trades window to monitor today's working orders and view up to seven days of trade reports.

  1. Click the More menu and select Transactions.

  2. At the top of the screen tap Orders.

  3. A list of the last seven days displays below the Orders | Trade buttons. Swipe then tap a date to show a list of trades for that day.

  4. From the list, tap a pending order to view the Order Details.

  5. Sort the list by tapping any header showing the double arrows. Tap the double arrow icon for that header to change the sort from ascending to descending.

  6. If you have a multiple account structure, you can tap the Account button to view trades for all accounts or select a specific account.

    The orders & trades window on the iPad

  7. Tap an order to view the Order Status.

    The orders & trades - order status ipad.

 

Additional Resources