To Submit a Single-Stock Order

You can initiate a single-stock order from the Accounts or Stocks view of Portfolio Trader; processing and submission of the order are completed through the Order Entry dialog box or the Montage Monitor, and resulting data (open shares, executed shares, values, etc.) is displayed in Portfolio Trader.

1. Select the Portfolio Trader icon from the REDIPlus Application bar, and Portfolio Trader appears. If you have not yet imported a Trade List List of your execution goals consisting of buy or sell orders for specific securities and quantities., or you want to import another, refer to the To import a Trade List topic for more information.

2. Select the Accounts or Stocks view from the toolbar’s View drop-down list box.

3. Double-click the data row against which you want to submit an order in the Summary pane or the Order Detail View pane. An Order Entry dialog box or a Montage Monitor appears and is populated based on the data row you selected [e.g., the Symbol, the Side, Trade List (in the Account field), and the Quantity (the number shares remaining for the goal selected)].

• You can select whether double-clicking a data row in Portfolio Trader opens an Order Entry dialog box or a Montage Monitor through the Properties dialog box’s Settings tab. See the Settings Tab topic for more information.

• If you have linked Portfolio Trader to the Order Entry dialog box and/or the Montage Monitor, a single click will populate the corresponding Symbol, the Side, Trade List (in the Account field), and the Quantity (the number shares remaining). See the Link Tab topic for more information.

4. Edit your order as necessary; see the Montage Monitor and the Order Entry Dialog Box topics for more information. When finished, submit your order, and the transaction will be reflected in Portfolio Traders’ Summary pane.

• Edits are restricted; the Quantity cannot exceed the number of shares remaining on the goal, and if you change the Side or Trade List that is populated, the resulting order may not apply to the goal you selected, or any goal.