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Smart Trade Ticket

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Updated
BySupport Team
Table of Contents

The redesigned Trade Ticket has defined sections for Stock/ETF trades and Option Trades. The Stock Ticket is divided into Open and Exit sections for easier use.

The Close Ticket provides a summary of any Profit/Loss on the trade. Brokerages determine available Order Types, which may include the following to open a trade:

The expanded stock Order Type list: Market, Limit, Stop, Stop Limit, Market on Close, Market on Open, Market to Limit, Limit on Close, Limit on Open

Note: Closing Order Types may also include Trailing $ and Trailing %.

If there is an existing position on a Symbol when a new order is created, the Smart Ticket system will identify if there is an existing Non-Stock/Multi-leg Position or an existing Stock position.

If Non-Stock/Multi-leg position, clicking “Close” will navigate the user to the Option Trade Ticket. Clicking “Ok” will lead the user to the Stock/ETF Ticket.

If there is an existing Stock position, a summary of the existing will display along with the ability to Close or Add to the existing position.