Broker Account Configuration

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Broker Account Configuration

To open the Brokers management window, click the Broker Account Configuration command from the Broking drop-down menu on the main toolbar.


The Broker Account Configuration feature allows users to directly open a broking account with the list of supported service providers. Opening and configuring a broking account will enable trades to be sent directly to a chosen market for execution. This removes the need to have another piece of software open to manage trade orders and execution.

Your SOFTWARE currently supports optionsXpress as a broker

OptionsXpress Account

An OptionsXpress brokerage account allows users to directly trade Stocks, Futures, Options and Indexes on the United States market.

To begin the Account Opening process, click the Configure optionsXpress… button. The Broker Overview dialog will be opened.




Click Open an Account to start the new account opening process. The OptionsXpress website will be launched and the Online Application Page will be displayed. Register all the required information to open a new account.

Clicking I already have an Account will open the  OptionsXpress Broker Account Configuration screen. The details on this screen can be edited directly to update any information that may have changed.

The Cancel button will return back to the Broker Account Configuration screen without making any changes.




optionsXpress Australia Pty Limited (ACN 085 258 822 AFS Licence No: 246743) and Charles Schwab & Co., Inc. (Member SIPC) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Nothing here is an offer or solicitation of securities, products and services by Charles Schwab & Co., Inc. in any jurisdiction where their offer or sale is not qualified or exempt from registration.

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