Setting Alert Templates
- You can either create a new template from scratch
or go to the Account Detail window Alerts tab and select Alerts
> Templates from the menu.
- To set up a template from scratch, in Alert Templates
click Add
to open the following Add Template window:
- Alternatively select one of the Sample templates
that is similar to your strategy, and select Edit
to rename it and modify its parameters.
- Set up the fields in the template the way you
would an alert, except for the fields you want to fill in at the time
the order is placed, such as the Symbol.
- Click OK
when you’re finished and it will save to the list of Alert Templates.
All new templates must be named or they cannot be used or saved.
To apply a template to a position:
- Right-click on an open position in the Account
Detail window or go to Alerts
> Templates and select Apply
Alert to [symbol].
- A sub-menu will open and you will be able to choose
from the templates listed there.
- The symbol will pre-fill based on the position
you selected and the template window will pop up with only the blank fields
highlighted for you to fill in before the alert is set.
NOTE: Unless
you wish to set-up templates for specific positions, the symbol and the
value fields are left blank until you set the specific alert. If your
alert template includes a conditional order, the shares and price fields
can also be left blank and entered when you set the alert.
In this example, Value
is the variable in the template to be filled in when you’re ready to set
the Alert.
To set up the template as a persistent alert:
Check Keep alert
active after logoff at the top of the template window, select an expiration date up to 60 days out, then fill
in the rest of the blue fields and click OK
to activate the alert. If left as a Session Only alert, it will deactivate when you log off.
To Apply an Alert Template to an Alert or Conditional
Order For a Security You Do Not Own:
- Set up your template the same way you would a
regular alert, leaving the Symbol
and Value
fields blank.
- In the Account Detail, click Alerts
> Templates in the menu bar. If the Menu Bar is not visible,
right-click in the window and select Show
Menu.
- Click on the template for the alert you set up.
- Click Complete
or double-click the Alert Template name.
- The template set-up window will appear and prompt
you to complete the remaining fields.
- Click OK.
- Verify your conditional order and confirm that
you have read the Alerts Warning, if applicable, and the Alert set will
appear in the Alerts and Conditional Order Entry window.
TIP: Remove Saved Templates You can remove Templates
by highlighting the Template you want to remove and either click Remove or right-click
to Remove. You can also edit
an existing template to meet your changing needs.
Copyright ©Charles Schwab, & Co., Inc.
2010. All rights reserved. Member SIPC.
(1010-6351)