Do you like pie? Well, if you want your slice in the form of stock in a company then you can purchase shares. The same can be said if you don’t like a particular company and you want to short it. Both order types can be achieved with a couple of clicks. If you know how to type a symbol into the platform and get a quote, then you’re halfway there!


Continue below to learn how to place a long/short order stock order for:


Desktop Platform

  1. Sign in to the platform.
  2. Type the symbol into the symbol field located along the top side of the platform. Once the symbol is entered, please press enter.

    Overall view
     
  3. The symbol’s last, change, bid, ask, size, volume, and company name will populate along the top.
    • LONG stock order: click ASK
    • SHORT stock order: click BID

      Detailed view:
      Red box - clicking BID creates a SELL to open (short) order
      Green box - clicking ASK creates a BUY to open (long) order
  4. After clicking bid or ask, you will enter into the Trade tab with an order ticket generated below.
  5. Within the order ticket, you can see your resulting position from the order (1), quantity (2), price (3), order type (4), and time-in-force (TIF) (5).

    Example of a LONG stock order ticket to open:

    Example of a SHORT stock order ticket to open:
  6. Quantity and price may be adjusted by clicking on the number and manually entering a number.
  7. When your order ticket looks good, and you’re ready to ship it off then click “Review & Send” to review the order before making it sending it.



Web Browser Platform

  1. Sign in to the web-based platform, or click here.
  2. Once logged in, click the Trade Icon , located near the top left-hand corner of the site, located below “MORE.” The Trade window will appear when the Trade icon is clicked.
  3. Click the “stock” tab, located on the top left-hand corner of the Trade window. Then type the symbol of the underlying you want to trade into the symbol field.
  4. Within the order ticket, you can see your resulting position from the order (1), quantity (2), price (3), order type (4), and time-in-force (TIF) (5).

    Example of a LONG stock order ticket to open:


    Example of a SHORT stock order ticket to open:
  5. Quantity and price may be adjusted by clicking on the number and manually entering a number.
  6. When your order ticket looks good, and you’re ready to ship it off then click “Review & Send” to review the order before making it sending it.

To learn more about time-in-force (TIF) types, please click here.

To learn more about the padlock next to the price, please click here.

To learn how to set a default order size, then please click here.



Mobile Platform

To place a stock order on the mobile platform, start by heading to the trade tab. Once in the trade tab, please follow the illustrated step-by-step instructions below to learn how to line up a stock order.