Setting Alert Templates

1. 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.
2. To set up a template from scratch, in Alert Templates click Add to open the following Add Template window:
   
   
3. Alternatively select one of the Sample templates that is similar to your strategy, and select Edit to rename it and modify its parameters.
4. 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.
5. 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:

1. Right-click on an open position in the Account Detail window or go to Alerts > Templates and select Apply Alert to [symbol].
2. A sub-menu will open and you will be able to choose from the templates listed there.
3. 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:

1. Set up your template the same way you would a regular alert, leaving the Symbol and Value fields blank.
2. 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.
3. Click on the template for the alert you set up.
4. Click Complete or double-click the Alert Template name.
5. The template set-up window will appear and prompt you to complete the remaining fields.
6. Click OK.
7. 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.