To load a symbol, click in the field, type the new symbol, and press Enter on your keyboard or click Go.
You can also choose from recently loaded symbols by clicking the down arrow in the symbol field.
Copy & Paste for Symbols: For option symbols, rather than having to type the full symbol in, you can right-click on a symbol in the Option Chains and select Copy. Then right-click in the Symbol field and select Paste to load the symbol. For more on the copy and paste functionality see Copy and Paste Option Symbols.
A letter after the security name is the Financial Status Indicator (FSI).
FSI Codes Stocks that may be difficult to borrow for shorting purposes will have a Hard to Borrow indicator under the name of the exchange. If the stock you wish to short has this indicator, consider that it may be difficult to fill your order. For questions on shortable share availability, please contact Securities Lending at 1-800-355-2448.
The Tool Link Icon provides a way for you to link multiple tools so that when a symbol is loaded in one, it changes in all the linked tools.
For non-symbol specific tools, double-clicking on a symbol will load that symbol in the linked tools.
EXAMPLE
If you set your Chart, Trade and Watch List tools to the green triangle icon, any time you load a symbol in the Chart tool, it will load in the Trade tool. And if you double-click on a symbol in your Watch List, it will load in both the Trade and Chart tools.
Changing the Icon: Change the icon for a tool by clicking on it (default is the red diamond) and selecting a different icon from the list.
Breaking Link: If you want a tool to be completely separate and have no link to other tools, choose the broken link icon at the bottom of the icon drop-down.
This area indicates whether your account has an order or a position in the current security, regardless of security type.
Order Status Indicator
-
indicates you have one open order for this symbol in your account. - Click the indicator to display a list of all option and equity orders in your account for the underlying symbol.
- The list shows the details of each order (price, venue, quantity, etc.), order number, and quantity filled.
- It also gives you quick access links to Cancel, Change, or Add/Edit Brackets for each order.
- Buttons at the top of the list also allow you to Cancel All [symbol] Equity Orders or Cancel All Open Orders. These actions can also be accessed by right-clicking the Order Status Indicator.
- For more on changing, canceling, or editing brackets, see Changing or Canceling Orders.
Position Indicator
-
indicates you have one position for 100 shares Long (position size does not include option positions) with an average cost basis of 22.31 per share. - Click the indicator to display a list of all option and equity positions in your account for the underlying symbol.
- The list shows each equity position, each option position, unrealized P&L for each, and includes a link to Close Position.
- Clicking the Close Position link will open a trade window with the quantity pre-filled and Close All selected (you can uncheck Close All and reduce the quantity if you wish). Click Review Order to review the order and then Place Order to send the order.