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How do I create and execute an order?

Last Updated: Aug 21, 2014 06:49PM EDT
Step 1) Make sure you have selected (from the dropdown menu) the correct account in which you would like to execute the order:

Step 2) Click on "Stocks / ETFs" on the left-hand column in order to see a list of investment products.

Step 3) Select which product you would like to invest in:

Step 4) Select whether you would like to enter a "Stop" or "Market" order, then mark whether you would like to "Buy" or "Sell" the selected security:

Step 5) Enter the Quantity of shares of that security you would like to submit an order for, and review the estimated total of the order.

Step 6) Click the button for "Review Order" in order to review that you are submitting the correct order.

Step 7) After double checking your order for accuracy, click "Submit Order" to enter your order into the market for execution. 

Step 8) You will receive confirmation once your order is submitted. Check your email to ensure that this confirmation has not ended up in a junk email box.

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