TOS Desktop
The Account Statement page under the Monitor tab allows you to see a running cash balance in your account(s) for up to this many days.
What is 370 days?
If a client wanted to enable Face ID or their fingerprint on the TOS mobile app (IOS or Android), you would give him these steps after login.
What is More or three horizontal lines -> Security Settings -> Enable Biometrics
What is form does an existing client use to add a Schwab Global Account to their profile?
Add a Schwab Global Account™ to an Existing Schwab One Account
What are the names of all the actors who have played Obi-Wan Kenobi in live-action?
Alec Guinness and Ewan McGregor
What English rockstar wrote the soundtrack for Tarzan (1999)?
Phil Collins
A new TOS client calls in asking how they would maximize a chart they have on their TOS screen. Once maximized, they then ask how to return to their four-chart view. How do we direct them?
For maximizing the chart cell: Select the 3 horizontal lines in the upper right-hand corner of the chart they want to maximize and select "Maximize cell" from the dropdown.
To return to the 4-chart view: Select the return arrow located just above Studies on the maximized chart cell or select the 3 horizontal lines in blue on the upper right-hand side of the chart and then click on the "Restore cells" option from the dropdown.
On TOS mobile, after a selecting a specific options contract clients can view its Risk Profile here
What is the option's details page (located just before the final review screen)?
Why does this i401k/PCRA/QKEPA accounts have a BETA RC=C restriction, and can we get it cleared?
The Beta RC=C restriction will be on all opened i401k/PCRA/QKEPA. This restriction is required for these account types. It indicates Cash-up-front is required for all Keogh/QRP, PCRA, 401(k), HSBA's and International accounts. Trades and transactions are still allowed with these restrictions and should not be removed.
What is the name of the fictional African country in the movie Black Panther?
Wakanda
What three singers have judged the last seven seasons of American Idol?
Lionel Richie, Katy Perry, and Luke Bryan.
If an advanced trader states they want to backtest some hypothetical stock and options trades to 2012, what is the best TOS resource to take them to?
onDemand. onDemand is a feature within the thinkorswim (TOS) platform that allows clients to review historical market data and simulate trades based on past market conditions. This tool enables users to practice their trading strategies by accessing historical data and executing trades as if they were in a live market environment. It is particularly useful for clients looking to refine their trading skills without risking real capital.
Clients can make suggestions for improving TOS Web without having to contact us using this feature.
What is the Feedback feature?
On the weekends, where can reps go to submit SOS service requests?
- JW: Oz > Customer Service Escalation >
SOS Service Request
In the movie The Matrix, what is Neo's real name?
Thomas Anderson
What is the best-selling album of all time?
Michael Jackson's Thriller
A new TOS options trader asks if TOS desktop has anything that enables them to see the likelihood that an option contract will hit various price points within a set period of time. Where could we point them to?
The Probability Analysis tool. Found under the Analyze Tab, it helps traders assess the likelihood of various outcomes for their options positions. It allows users to analyze the potential risks and rewards associated with different trading strategies by evaluating the probability of price movements and the likelihood of options expiring in or out of the money. This tool is particularly useful for traders looking to make informed decisions based on statistical analysis of market trends and options pricing.
If a client wants to change their order defaults for TOS Web, you should direct them here.
What is Profile -> Order Defaults?
What are the allowable contribution methods for SIMPLE IRAs?
- Direct Deposit
- Check
- MoneyLink (for moving money into the SIMPLE Group Master Account only - not participant accounts)
- Client Central Journal
https://schwab.sharepoint.com/sites/RetailKnowledge/SitePages/KC0100726.aspx
What 2024 blockbuster film team actually requested a lower film budget than their producers wanted to give them in order to foster more creativity in the creation process?
Deadpool & Wolverine. Supposedly, Ryan Reynolds said that he and the makers purposely asked for a lower budget than Disney was prepared to offer them, remembering that the first Deadpool (2016) was such a success because they had constant time and budget limitations, which fostered an atmosphere for great creativity.
Billie Eilish is the youngest person to win two Oscars. What songs did she win each award for?
She won her first Oscar for "No Time to Die" from No Time to Die and "What Was I Made For?" from Barbie.
BONUS for 1000 points! If a client is looking at a stock on the Charts tab and wants to insert a Fibonacci ABCD pattern with a length of 50 to 500 in both directions, you would walk him/her through these steps.
What is Patterns -> Select Patterns -> Fibonacci -> ABCD -> Add selected -> Gear Icon -> Pattern Length -> Apply
If a client wants to do an Iron Condor on TOS Web, you would have them follow these steps.
What is Trade or Symbol -> Options Chain -> Iron Condor
How can the authorized individuals on an organization account be updated?
An Update Your Schwab One Organization Account for Incorporated and Non-Incorporate Organizations form is required to add or remove Authorized Individuals, Control Persons, and/or Beneficial Owners.
- All new Authorized Individuals must sign this form.
- The notarized signature of an existing Authorized Individual is required.
- Additional signatures are required based on the organization type.
Who is Tony Stark’s AI assistant in the Iron Man suits?
J.A.R.V.I.S.
Which two songs did Dolly Parton write on the same night?
a. Jolene & 9 to 5
b. Powerful Woman & Rockin Years
c. I Will Always Love you & Jolene
d. My Tennessee Mountain Home & God Only Knows
"Jolene" and "I Will Always Love You"