Menu Command

Order Wizard

Opens the Order Wizard panel at the bottom of your trading window.

Trades

View execution reports for the current day, view Trade Confirms via Account Management, and configure blinking Trades notifications from your trading toolbar.

Bulletins

View bulletins and system status.

Account

View account information including positions and account balance.

Penny Options

View your latest account statement.

Option Exercise

Use the Option Exercise window to exercise an option position prior to expiration date.

Alerts

Opens the Alerts window where you can modify or create time, price or margin-based alerts.

Treasuries

Opens the Contract Selection box showing available T-Bonds, Bills and Notes.

Mutual Funds

Opens the Contract Selection box showing available families of no-load mutual funds.

Rebalance

Opens the Rebalance window where you can trade by redistributing percentages of positions in your portfolio that make up your current (signed) net liquidation value.

Account Management

Logs you into your Account Management page. Use the menu in the left pane to view and edit account information.

Statements

Accesses the Account Management area with the page open to your statements.

View Audit Trail

View a log of your daily trading activity saved in an html file. Each week's audit trail reports overwrite those from the previous week.

Underlying Mode

If grayed out, you are already in Underlying entry mode, which mean you enter a ticker symbol and choose the instrument type and exchange in the normal manner.

Symbol Mode

Symbol entry mode is for advanced options traders. This mode requires that you enter the contract definition by the class or symbol defined by the exchange on which it's trading.

Market Data Connections

Displays the purpose and status of your market data connections.