• Place stock orders
• Place basic and complex options orders
• Place conditional orders
• Save orders
• Select routes for orders
• Check the status of existing orders
• Change and cancel orders

• The Order Entry window can be linked to your other tools using the linking groups. To learn more, go to Linking Your Order Entry Window.
• You can learn more about conditional order types – such as contingent orders and order groups – in the Help Center at etrade.com.
• You can also place orders through Excel Manager, including orders automated by Excel formulas.

• Customize the Order Entry window
• Place a stock order
• Place an options order
• Place a conditional order
• Understand price types and terms
• Choose a trading route
• Understand tax lot selection
• Set trailing stop values
• Use shortcuts during order entry
• Save an order
• Place a saved order
• Place a reserve order
• Use speed and accelerator keys
• Use order entry windows and menus
• Enter an Extended Hours order

• Change an order
• Cancel an order
• Check the status of an order
• Set order entry defaults
• Turn order preview on or off
• Understand confirmation messages
• Linking the Order Entry window

• If Show Submit Button is selected – The Order Type menu will appear on the Order Entry ticket. To submit the order, click Submit.
• If Show Submit Button is not selected – Choose your order type on the Order Entry ticket, and submit your order, by clicking Buy, Sell, Short, or Cover.

• This change will be applied to all Order Entry windows
• This change will not affect the Quick Order Entry window or the Order Entry panels found on the Market Depth window or Options Chain window.

• When resizing the Order Entry window, some required fields may be hidden.
• Resizing of the Order Entry window will be undone when switching between the Order Entry tabs.

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• Choose a trading route for stock orders
• Choose a trading route for basic options orders

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• Order entry defaults
  Set your defaults so that your average trade will require fewer adjustments. Defaults include settings for price type, route, and term, as well as the increments by which an order's quantity or price values change if you use certain key combinations.

• Increasing numerical fields with arrows or key combinations
  For numerical order entry fields (e.g. Quantity and Price), click the up or down arrows next to the field – or, with the cursor inside the field, the up or down arrows on your keyboard – to increase or decrease the value displayed. You can also make adjustments to numerical fields in greater increments – of 10, 100, 1000, or whatever size you designate – if you use order entry defaults.

• Placing your order from the options chain or Market Depth local order entry ticket
  When you use the local order entry ticket in the options chain or Market Depth window, you can pre-populate fields in the ticket based on how you interact with the window's columns. This shortcut is available in the Market Depth window for stocks and basic options, and in the options chain window for basic options and complex options.

• Initiating your order from a watch list
  Pre-load various fields in the order entry window when you place a stock or basics options order from a watch or positions list.

• Speed keys
  Use speed keys to place your order.

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1. Enter the information for your order in the order entry window or in the Market Depth or options chain local order entry ticket. For more information on entering an order, see the separate Help topics for placing stock orders and options orders.
2. Check Save Order.
3. To save your order, click the Trade button corresponding to the type of order you are placing. (For conditional or complex options orders, click Submit.)If order preview is turned on, an order preview message will appear, displaying the order details.
4. In the order preview window, check the order, and then click OK when finished. The saved order will then appear in the order status window. Later, when you're ready, you can place the saved order.

Tip:
You can also save orders through Excel Manager, including orders automated by Excel formulas.

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1. Open the order status window. If the order status window is not displayed, in the Window menu, click Order Status. Saved orders are designated by the word "SAVE" in the Status column.
2. Based on what you'd like to do, take the following steps:
   
   

   If You Want To:	Do This:
   Place a specific saved order	Click on the row for the specific order, and then select Place Saved from the Place Saved menu or the order status right-click menu.
   Place all saved orders for a specific symbol	Click on one of the saved orders involving the specific symbol, and then select Place All for Symbol from the Place Saved menu or the order status right-click menu.
   Place all saved orders, regardless of symbol	Select Place All Saved from the Place Saved menu or the order status right-click menu.

Note to Excel Manager users:
If you've submitted saved orders through Excel Manager, you can also place them by selecting Place All Excel Orders from the Place Saved menu or the order status right-click menu. This menu selection will be available only if you've placed saved orders through Excel Manager. All orders submitted through Excel Manager will show with a green Excel icon in the Order Number column.

3. In the order preview window, check the order, and then click OK to submit. If order preview is turned off, the order is submitted as soon as you make your saved order selection.
   
   Note:
   In some cases, you may receive a pop-up message asking for additional confirmation. Learn more

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1. Enter the information for your order in the order entry window or the local order entry ticket on either the Market Depth or Options Chain windows. For more information on entering an order, please see the Help topics for placing stock orders or basic options orders.
   
   Notes:
   • Reserve orders can be placed only as day limit orders (i.e. the Price Type must be Limit, and the Term must be Day) and Destination set as ARCA or NSDQ.

   • Reserve orders are available only for stocks and basic options. Complex options, bonds, and mutual funds are not eligible. Conditional orders cannot be placed as reserve orders.

2. Check the Reserve box, and indicate how many shares or contracts you'd like to be visible to the market at any given time.
   
   Notes:
   • For stocks, the display quantity must be at least 100 shares, and must be entered in round lots (increments of 100 shares). For instance, you can enter a display quantity of 500, but not 550. For options, the display quantity must be entered in increments of 1 contract (no fractional contracts).
   • To be eligible as a reserve order, the overall size of your order must be at least 200 shares (for stocks) or 2 contracts (for options); if smaller, the Reserve check box will be grayed out.

3. To place your order, click the Trade button corresponding to the type of order you are placing. If order preview is turned on, an order preview message will appear, displaying the order details.
   
   
4. In the order preview window, check the order. Next to Reserve Order, the word "Yes" will indicate that your order is being placed as a reserve order; you will also be able to view your display quantity. Click OK to submit. The reserve order will then appear in the order status window.
   
   Note:
   In some cases, you may receive a pop-up message asking for additional confirmation. Learn more

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1. If the order status window is not displayed, in the Window menu, click Order Status.
2. Select the row of the live or pending order you'd like to change.
3. Click the Change button, or select Change from the order status right-click menu.
4. The order entry window will appear. You can change almost any aspect of your order, except account number, order type, and symbol. If you decide not to make any changes, click Do Not Change.
5. To place your changed order, click the market center of your choice. Available market centers depend on the price type and term of your order. If order preview is turned on, an order preview message will appear, displaying the order details; otherwise, the changed order is submitted as soon as you click a market center button.
6. On the preview window, check the order, and then click OK to send. The changed order will then appear in the order status window.

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1. If the order status window is not displayed, in the Window menu, click Order Status.
2. If you're canceling a specific order, just double-click on the row of the order (in any column except Status). You can also cancel orders by using the Cancel menu – at the bottom of the order status window – or the order status right-click menu. Based on what you'd like to do, take the following steps:
   
   

   If You Want To:	Do This:
   Cancel a specific order	Click the row for the specific order, and then select Cancel from the Cancel menu or Cancel Order from the order status right-click menu.
   Cancel all orders for a specific symbol	Click one of the orders involving the specific symbol, and then select Cancel All for Symbol from the Cancel menu or the order status right-click menu.
   Cancel all saved orders	Select Cancel All Saved from the Cancel menu or the order status right-click menu.
   Cancel all orders	Select Cancel All from the Cancel menu or Cancel All Orders from the order status right-click menu.

Note to Excel Manager users:
If you've submitted orders through Excel Manager that you'd like to cancel, you can also cancel them by selecting Cancel All Excel Orders from the Cancel menu or the order status right-click menu. This menu selection will be available only if you have live or pending orders that were placed through Excel Manager. All orders submitted through Excel Manager will show with a green Excel icon in the Order Number column.

3. A confirmation message will appear for each order canceled. (If preview cancels is turned off, you will not see this message.)
4. Click OK. The order's status will change to PCXL (Cancel Submitted).
5. If the request is accepted, any remaining unfilled shares will be canceled. If it is not accepted, the order will remain live or pending.

• Sending a cancellation request for an order does not guarantee the order will be canceled. Market orders cannot be canceled when placed during the trading day. All cancellation requests are subject to prior execution.
• You can also use speed keys to cancel orders.

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1. Select Order Status from the Window menu, or click the Order Status icon in the left-hand navigation bar.
2. If you'd like to narrow your search, make your selections from the Account or Status pull-down menus, or enter a symbol in the Symbol field/menu. To quickly search for orders for a symbol you entered recently, just select the symbol from the Symbol pull-down menu.
3. Your order(s) will appear. The current status for each order will show as an order status code in the Status column.
   
   Notes:
   • From the order status window, you can cancel an order, change an order, or place a pending order.
   • For complex options orders and conditional order groups (One-Cancels-All, One-Triggers-All, and One-Triggers-OCO), each leg of the order will appear as a separate line in the row for the group.
   • Reserve orders are designated in the Quantity column of the order status window with an "R". Both the overall quantity of the order and the display quantity will appear in this column. For instance, if you place a reserve stock order of 1,000 shares with 500 shares as the display quantity, you'll see "1000/500R" in the Quantity column.

4. If you hover your cursor over certain columns (as shown below), you can view additional order information.
   • For all orders (except saved orders): To view the full status history of the order, hover your cursor over the order's status code, and a small pop-up window with status messages will appear. These messages are provided by the exchanges.
   • For trailing stop orders: To check the trailing stop value, hover your cursor over the price type in the row for the order.
   • For contingent orders: To view information about the condition for the order (including the condition's symbol and triggering price level), hover your cursor over the price type in the row for the order.

Note to Excel Manager users:
All orders submitted through Excel Manager will show with a green Excel icon in the Order Number column. Also, if order entry from Excel Manager is currently enabled, a green Excel "Connected" icon will appear in the bottom right corner of the window.

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• Set a default price type or route
• Activate confirmation settings so that you're automatically alerted if the quantity or dollar amount of an order you enter is larger than a number you specify. This can help protect you from various order entry mistakes, including typos.
• Define the increments to be added to or subtracted from the Quantity/Contracts or Price fields when you press certain key combinations on your keyboard.

1. Right-click anywhere in the order entry window. (The order entry window is always present in the work area, but it may be minimized or hidden behind other windows.) The order entry right-click menu will appear.
2. Click Order Entry Setup. The order entry setup window will appear.
3. Select the Stock Option, Conditional, or Confirmation tab.
4. Select your default settings from the group of fields and menus. For more information on each of these fields, see Use the order entry setup window.
   
   Notes:
   • For conditional orders, you can set separate defaults for each conditional order and security type. For instance, your settings for contingent options orders can be different from those for contingent stock. Just make your selections from the Conditional Order Type and Security Type menus, and then set your default settings for each combination.
   • For complex options orders, the defaults you set under the Stock and Option tabs will also apply to the stock and options legs of spread orders.
   • Confirmation tab settings apply to standard stock and options orders only. They do not apply to conditional orders. For saved orders, confirmation settings apply only when the order is actually placed.


5. Click OK to save these as your default settings.

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• Have a total estimated cost of $1 million or more
• May trigger pattern-day-trading or cash-only restrictions

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1. From the pull-down menu in the upper right-hand corner of the Order Entry window (by default, this menu says "Links"), select your link number. By doing so, you will be assigning this particular window to a linked "cluster."
2. Be sure the other windows you want linked to this Order Entry window are assigned the same link number.

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