All-In-One Trade Ticket

The All-In-One Trade Ticket makes it possible to trade stock, ETFs, options, futures and futures options from a single page. The new trading interface is fast, intuitive, and provides the information you need to make your trades.

Navigate to the Trade tab and select All-In-One Trade Ticket.

Creating an Order

1. Enter a Symbol into the symbol box.
2. If applicable, select a Strategy from the Strategy Menu
3. Click 'Go''.
4. When you have finished creating the order, click Preview to preview and submit the order.
5. The Order Confirmation will appear in the All-In-One Trade Ticket page and within Order Status tab as well.

Note: See Placing Equity Trades, Placing Option Trades Single Leg, Placing Option Orders Multi Leg, or Placing Futures Trades for more details

Add/Remove a Leg

• Add a Leg: Quickly turn a stock or option order into a multi-leg order by clicking on 'Add a Leg'.
• Remove a Leg: To remove a leg, simply click the (Remove Icon) at the end of the row.

Create an Advanced Order

1. Click the sign next to Create an Advanced Order
2. Select the Contingent Order type
3. Complete the Contingent Order fields
4. Click on Set Trigger
5. Preview Order: When you are satisfied with the trade you are building, click Preview Order.
6. Place Order: At this point you may choose to place the order.

Setting the All-In-One Trade Ticket as your Default

1. In the main navigation, hover over Accounts.

2. Choose Website Preferences.

   

3. Under the tab Trading & Website Preferences, check “Default to All-In-One Trade Ticket”.

   

Customize the All-In-One Trade Ticket

• Customizable Settings can be found in Account Settings.

Commissions, taxes, and transaction costs are not included in any of these strategy discussions, but can affect final outcome and should be considered. Please contact a tax advisor to discuss the tax implications of these strategies. Many of the strategies described herein require the use of a margin account. With long options, investors may lose 100% of funds invested. In-the-money long puts need to be closed out prior to expiration, since exercising them could create short stock positions.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Covered Calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Spread trading must be done in a margin account. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."