If you would like to include additional parameters, click Create an Advanced Order. Remember to check the account selector, to make sure you are placing the order in the intended account.Įnter the Action and Quantity, and then proceed by entering the order type and duration. To get started, enter the underlying security symbol or name, and select the strategy. The All in One ticket is a one-stop shop for submitting orders it accommodates stock, options, futures, and futures options orders. The Trade tab allows you to either go to a specific type of trade ticket, or go to the All in One Trade Ticket. Order tickets for bonds and mutual funds will be directed to in a separate browser tab. Use the Trade tab to access stock, options, and futures order tickets, and to track orders. Click a symbol to get a quick quote at the bottom of the page, place a trade using the Trade link, or use the Actions dropdown for quick access to news or charts. Notice that you can take a variety of actions directly from the positions section.
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To restore the window, click the plus sign.įor a more detailed view, such as cost basis or unrealized gain/loss, click "More Detail." In the Account Balances section, the More Detail link is where you can find specific margin and option balances, as well as settled funds. Skip directly to specific, detailed information by clicking on a subtab, or access the overview page by simply clicking the heading itself.įor subtabs that navigate to an area on the website, such as transferring funds or accessing transactions and statements, a new browser tab will appear, so that you can easily navigate back over to StreetSmart Central by clicking back over to the original tab.įor any of the sections, you can minimize the area using the minus icon beside the section title. The Accounts tab allows you to monitor your account details, such as positions, balances, and orders, for securities or futures accounts, as well as access general website preferences. Use the account selector dropdown to select the account you would like to view. Once you have made any desired changes, click the X in the upper right corner to close out the settings window.
You can change the way the content appears on the page, as well as the content that is displayed. Click the gear icon to access tool and layout selections. You can also search the website, access chat- and phone-based assistance, or view and customize notifications.įor each tab, you can select the tab-specific content to display, as well as a layout design. Once logged on, you'll see headings across the top of the page to help you navigate.
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This brief tour will show you how to access your account details, research potential opportunities, and place trades in StreetSmart Central™. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.
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