Saved Orders Tab

Saved orders, made by clicking the Save button when entering a SmartEx order in the Trading window, are listed under this tab.

Stock symbols and price and volume data shown here and in the software are for illustrative purposes only. Charles Schwab & Co., Inc., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.

To Submit an Order From the Saved Orders Tab:

Right-click on the order you want to send.
The order will highlight.
Choose Submit to send the order.

You can also use the Saved Orders drop-down menu to access the Submit, Edit or Delete functions.

Tab Columns	Descriptions
Symbol	Displays the unique characters used to represent the security.
Action	Displays the action type of the order (Buy, Sell, Buy to Open, etc.).
Quantity	Shows the number of shares or contracts to be traded.
Price	Shows the price at which you want the order placed.
TIF	Displays the Time In Force: Day, GTC (Good ‘Til Cancelled), etc.
Date & Time	Shows the date and time the transaction was saved.
Type	Displays the type of security, such as an equity or option

Right-Click Selections	Descriptions
Load [Symbol] into Trading Window	Loads the symbol into the Trading window. The quantity field is set to the Trading window default size – this default may be changed or you may set the default to match your position size. Go to the Trading window and select Settings > General > Orders tab to change the default quantity.
Recent Stories for [Symbol] Stock	Loads the symbol into the Recent Stories tab of the News window.
Research/Ext Quote for [Symbol]	Launches a web browser that automatically opens the Schwab.com Quotes and Research tab and provides information for your symbol.
Apply Alert to [symbol]	Opens sub-menu allowing you to use an alert template or create a new alert.
Submit	If the Order Verification preference is selected, clicking here will open the Verification window before submitting the order. If the Order Verification preference has been disabled, the order will be automatically validated and sent to Schwab for execution. If there are errors, you will receive an error notice in the Messages window. After editing you order, you can resubmit it in the Order Entry panel of the Trading window.
Edit	Opens the Edit Saved SmartEx Order pop-up window.
Delete	Removes the saved order from the window.
Show/Hide Menu	Shows/removes the Account Detail menu.