TOS
This is how you find the ex dividend date for a stock on TOS
What is, expanding the arrow next to the underlying
In the new SD, this is where you go to generate a device validation code
What is actions tab, web access/device code?
This is how I trade mutual funds in NgOMS
What is you cant?
BPOT stands for
What is Balances, Positions, Order Status, Transactions?
This is the jumpword for how you would flatten a boxed position
What is jumpword TRR?
In TOS here is where I can find a handy list of currency exchange rates
What is Actions tab, view/add travel notice?
This is how I look at any orders that were placed in the past 30 days
What is orderactivity tab, 30 days on the calendar?
This is where you go besides schwab.com access in CC if a client verifies their account balance by including a 401k balance.
This is the jumpword to check your adherence times
What is JW:Perf?
In TOS, this is how I would create a scan of different spread combinations that would have a probability of profit over 95%
What is scan tab, spread hacker, prob of profit criteria min 95%?
This is how you check cost basis for a position when a client doesn't have web access
What is going to SD, positions page, expanding the position to see the lots?
This is the CC function to add verbal passwords
What is Password:Account?
This is the jumpword for accessing the worthless security removal tool
What is jumpword TRR?
In TOS this is how I would scan for stocks with a market cap above 1 billion with upcoming dividends
What is scan tab, scan in upcoming dividends, criteria, above 1 billion market cap?
This is how you submit a Trading Solutions Referral in Service Desktop
What is in the upper right, hit new specialist/lead referral, select trader engagement
In CC it is known as available to pay, in NGOMS it is known as
What is Non Marginable Available funds?
This is how to setup up a recurring check on cc
What is create new check request, choose recurring instead of one time?
This is the bluezone command for creating a comtrack
What is RGEN?
in TOS, this is how I would plot historical volatility vs implied volatility on a chart
What is charts tab, add studies?
If a husband of a client calls in and his profile pulls up first in sd, this is how I would start a new case to verify the wife about her account
What is switch client button? Not Create new case
This is how i would check the restrictions on an account in ngoms
What is account profile tab?
This is where you can find the year end balance of an ira when they need help for putting it into an RMD Calculator
These are the two possible jumpwords for negotiated commissions
What are JW:Par, or JW: CRNO?