Online Trade Order Details

How do I determine the status of my online trade order?

You can check on the status of your orders by going to the Trade tab, then Order Status. Your orders are separated by account and you can sort them by status, investment type and time frame. Just select how you want to view your orders from the drop down lists and click View.

Your orders will have one of these statuses:

  • Open – You've sent the order to market, but the order hasn't filled yet. With the exception of market orders placed during market hours (9:30 AM – 4:00 PM ET), orders with a status of open may be canceled. For orders that are placed while the market is open, any cancellation you make after the market closes at 4 PM ET will not free up your money (from a buy order) or shares (from a sell order) until shortly before the market opens the next business day. This is when we receive the cancellation confirmation from our clearing firm, Pershing LLC.
  • Execution Received – This means that some (or all) of your order has been filled. Click on the Details link to see how many shares (or options contracts) have been traded.
  • Posted – We've filled your order. To view a trade confirmation, go to the Trade tab, then Trade Confirmations.
  • Canceled – Your order is no longer open and will not be filled further. In the case of buy orders, any money reserved by this order is now available for other uses. Shares from a canceled sell order are now free to be used in another order.

How do I cancel an online trade order?

If your order status is Open (i.e. all or a portion of the order has yet to be filled), you can tell us to cancel that unfilled order. Here's how:

  1. Go to the Trade tab, then Order Status
  2. Click Cancel next to the open order and Cancel Order on the pop-up screen

Tip: You can’t cancel an order that has already posted (even if it is only part of your order). For orders that are placed while the market is open, any cancellation you make after the market closes at 4 PM ET will not free up your money (from a buy order) or shares (from a sell order) until shortly before the market opens the next business day. This is when we receive the cancellation confirmation from our clearing firm, Pershing LLC.