Table of contents

Setting Up optionsXpress Broker Account

Last modified
Table of contents

Overview

This guide explains how to setup your optionsXpress broking account within Your SOFTWARE.

Resolution

Within Your SOFTWARE, click on the File menu item located at the top menus.

menubtn_file.jpg

Then click on the Settings menu item from the drop down list.

menubtn_settings.jpg

This will launch the APPLICATION SETTINGS DIALOG BOX.

Click on the Brokers tab.

menubtn_settings_brokerstab.png

To setup your optionsXpress broker account, click on the optionsXpress option under the Available Brokers column. Then click on the New button.

AppSettingsBrokers.png

This will launch BROKER ACCOUNT CONFIGURATION DIALOG BOX.

Enter your optionsXpress account information.

setupOptionsXpressSettings.jpg

Note: The ACCOUNT NAME is the name used to identify this broker account information within Your SOFTWARE. The ACCOUNT USERNAME is the name that you use to log into your optionsXpress website account.

Click the Ok button to close the BROKER ACCOUNT CONFIGURATION DIALOG BOX. Then click on the Ok button to close the APPLICATION SETTINGS DIALOG BOX.

Note: You will need to close and restart Your SOFTWARE again for the changes to take effect.

Page statistics
958 view(s) and 6 edit(s)
Social share
Share this page?

Tags

This page has no classifications.

Comments

You must to post a comment.

Attachments