Setting Preferences


To set a preference click on “Settings”.
 
01NewCustomersSettingPreferences
 
From Settings you can set your preferences for Trading, Chain, Application, Profile, and Alerts.
 
02NewCustomersSettingPreferences
 
From the Trading Tab you can change the default settings of the order ticket.

  • Select your account you’d like to change the preferences for.
  • Change the default settings for Order Type and Duration.

03NewCustomersSettingPreferences
 
Change the default settings for Price Type.

  • Cross bid/ask: The price type field populates with the ask price when entering a buy order and the bid price when entering a sell order.
  • Join bid/ask: The price type field populates with the bid price when placing a buy order and the ask price when entering a sell order.
  • Mid-market : The price type field populates for both buy and sell at the mid-price between the bid ask.

04NewCustomersSettingPreferences
 
Change the default settings for Stock Max Quantity, Stock Quantity, Option Max Quantity, and
Option Quantity.

  • Stock and Option Max Quantity: Sets the default for the maximum amount that can be entered per an order.
  • Stock and Option Quantity: Sets the default for quantity field in the order ticket.

05NewCustomersSettingPreferences
 
Change the default settings for Bracketed Orders Gain and Loss Increments.

06NewCustomersSettingPreferences
 
Click Save and Close to save the preference changes.

07NewCustomersSettingPreferences
 
From the Chain Tab you can change the default settings for the Option Chain:

1. Display NTM: Sets the default for the number of strike prices around “At -The- Money”
2. Show: Sets the default for the type of options you would like to display in the Options Chain alongside the Standard Options.

08NewCustomersSettingPreferences
 
3. Create a “Custom” Chain by selecting columns to display in the Option Chain.
4. Click Save and Close to save you preference change

09NewCustomersSettingPreferences
 
From the Application Tab you can change the default settings for Message Center, Theme, Zoom
Factor, Quote Speed, Persist Open Windows across Tabs, Auto Symbol Search, and Automatic
Logout:

  1. Change the Theme (background of the Platform) from dark to light.
  2. Change the Zoom Factor to increase the size of the Font on the Platform.
  3. Change the default logout time, the amount of time that must pass before the system automatically logs you out.
  4. Click Save and Close to save the preference changes.

10NewCustomersSettingPreferences
 
From the Profile Tab you can set up different profiles which enable you to save different settings
depending on where you are, how you’re trading, or any factor that suits your needs.

For example, if you trade from your laptop and want to save settings specifically for that situation,
you can do so by creating a new profile. When you trade from a desktop computer, you can switch
over to the Profile with those settings.

11NewCustomersSettingPreferences