Help Center

You may experiment with Folios and our platform through your Watch Account without using real money.

You can create up to 25 Watch Folios where you will be able to simulate, placing orders, modifying hypothetical positions, and tracking the performance of your Watch Folios, just as you would in an account funded with real money.

Select the Settings tab and look for the Watch Folio you want to delete, and then select Close Folio.

You may place up to twenty hypothetical trades, a day, in a Watch Account.

After your experiment with Folios, you may want to turn your Watch Account into an account that lets you open real accounts for clients. You can do that easily.

You simply need to enter your firm ID and employee ID. We provide a link to do that on your Clients' Accounts page.

You can receive your firm ID and employee ID only if your firm signs a selling agreement with us. Please ask your firm's officials about such an agreement. If you are authorized to sign an agreement for your firm, please call us toll-free during business hours at 1-888-485-3456.

Example

If you exchange one Folio for another, and there are no securities in common to both folios, the Folio you have will be sold and the new Folio will be bought with the proceeds.

This is the Folio I have	This is the Folio I want	After the exchange
			Old Folio: Sell $50 of security A. Sell $50 of security B. New Folio: Buy $40 of security C. Buy $60 of security D.

If you exchange one Folio for another, and there are securities common to both Folios, we will buy or sell only what is necessary to accomplish the exchange.

This is the Folio I have	This is the Folio I want	After the exchange
			Old Folio: Sell $10 of security A. Sell $50 of security B. New Folio: Buy $60 of security C.