Trade

Use the Trade option in Client Portal to trade stocks, options, futures, future options, mutual funds, warrants, CFD's, bonds, commodities, forex, and crypto. Clients can also view orders & trades, convert currency, close positions, subscribe to IPO and set up recurring investments. You may navigate to this page by taking the steps outlined below.

  1. Click the Trade tab at the top of your page

Place Orders in Portal

Orders & Trades

Tax Optimizer (View Tax Lots)

Crypto Plus

Option Chains

Exercise/Lapse Options

Convert Currency

Close Positions

Post Trade Allocations

Event Trader

IPO Subscription

Recurring Investments

If you are a Client under an Advisor, you will not see the Trade menu unless Trade has been enabled.

For more information on using the Trade Menu in Client Portal, please click here.