Select the menu item for Trades|Stock
Enter the stock name. E.g., ibm (it is case insensitive) If it is an option, check Option. Enter the number of shares or the of option contracts.
Choose an Action: Buy, Sell, Buy to Cover, Sell Short, or Exchange for Mutual Funds.
Choose an Order Type: Market, Limit, etc. If you choose Limit, give the Limit Price.
If it is a Day order, uncheck GTC.
Choose a condition, if desired, such as Fill or Kill.
Special and EntireBalance are needed only for Mutual Fund transactions.
See Trading explanations for more details.
This example shows how to buy a stock. We want 100 shares (Quantity). The Order Type can be Market, Limit, Stop, etc. It is Good Till Canceled (GTC is checked). We can specify a condition, such as Fill and Kill. First Order is used only for OSO or OCO trades. We can enter stop and limit prices.
For mutual funds, we give special intructions, such as: "Reinvest dividends & capital gains" and such.
We do not give the quantity, but the dollar value. We can exchange a mutual fund for another mutual fund. In this case, we enter the Mutual Fund to buy.
For stocks, we get a screen:
