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*Note: Depending on your user access level, and if you have an advisor who can access your account, some of the functions described here may not be available to you, or may be performed by your advisor.

What is a Window Trade?

How do I buy and sell non-Window tradable Securities?

How does a Stock Split affect my client’s account?

How can I view my client’s estimated capital gains and losses as I am placing a trade?

How do I cancel or modify an order?

How can I verify the cancellation of an order?

What is a recurring periodic Buy/Sell request?

How do I create a periodic Buy/Sell?

Order Term: Day & Good ‘Till Cancelled (GTC) Orders

Market/Limit Orders and Your Amounts Available for Trading

Placing Market/Limit Orders When You Have a Pending Window Order

Fractional Shares & Sellable Shares

Mutual Funds and Market/Limit Orders