General info
Login process
Watchlist, Positions, Orders and Balances tabs
Watchlist
Positions
Orders
Placing orders
Balances
Charts
Technical Analysis
General info
Introduction
MobiTradeOne is a trading platform for almost all mobile phones designed by OLSOFT for TD AMERITRADE account users.
With MobiTradeOne for TD AMERITRADE you can observe the financial market and trade securities listed on the NYSE, AMEX, NASDAQ, as well as OTC Bulletin Board (OTCBB) securities, pink sheet securities, options, exchange traded funds (ETFs), and mutual funds through your TD AMERITRADE brokerage account.
To run the mobile trading platform, you should connect your mobile phone to the Internet and enter your Username and Password in the login section.
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Login process
To start using MobiTradeOne you need to log on first. Please, enter your TD AMERITRADE account information (login and password) into the form that appears after application start. You can also choose to save password in order to switch on auto fill function.
Set update interval in seconds. It is recommended to set larger interval time while exploring the platform or just observing the market.
You can enable autologin to skip login form during application startup.
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Watchlist, Positions, Orders and Balances tabs
MobiTradeOne main activity consists of a number of tabs - Watchlist, Positions, Orders and Balances.
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Watchlist
MobiTradeOne main activity consists of a number of tabs - Watchlist, Positions, Orders and Balances.
Watchlist displays symbol data as a list to provide a full vision of the market movements. You can add any symbol to the watchlist for all types of securities: stocks, options, indices, financial and commodities futures to observe in a watch list. However, only stocks and options are available for trading with TD AMERITRADE account. The following information is displayed for the inserted tickers:
- symbol - security ticker in TD AMERITRADE format;
- description - security ticker description;
- current price - real-time price for the selected symbol;
- net change - the change of current price in relation to the open price;
- net percent change - the percentage of change of current price in relation to the open price;
- volume - the number of shares traded during a given time period;
- bid/ask size - how many shares are available.
You can select what information is to be shown on the watchlist tab in the Settings dialog (press Menu button and select Settings item).
To Add symbols to the watchlist, press Menu button and select Add or do "long touch" to open context menu and select Add.
To open Select Watchlist dialog, use the Watchlist menu item.
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Positions
To view open positions, touch Positions tab. Positions tab allows to track your positions real-time and make decisions based on such useful for traders fields as:
- Gain($) - amount of gain /loss in a current position;
- Gain(%) - shows percentage gained in the position;
- Quantity - number of shares/stocks in a current position;
- Average Price - initial deal price of a security.
To cover position, select the necessary row and "long touch" to access the Context menu.
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Orders / Transactions History
To get Orders history, touch Orders tab in a bottom menu.
To display orders selected by status and days click on the arrows accordingly. The status of orders can be selected from filled (executed), cancelled, or expired. You can view all orders made within 60 days.
To get Transactions history, simply select Filled in the Status field.
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Placing orders
What can I trade?
You can trade securities listed on the NYSE, AMEX, NASDAQ, as well as OTC Bulletin Board (OTCBB) securities, pink sheet securities, options. Exchange traded funds (ETFs), mutual funds and bonds can be traded through a broker by contacting a Client Services representative at TD AMERITRADE.
When can I trade?
Traditional Market Hours
Markets in the U.S. are open Monday through Friday, 9:30 a.m. to 4 p.m. ET, excluding market holidays.
Equity options trade from 9:30 a.m. to 4:00 p.m. ET.
Index options trade from 9:30 a.m. to 4:15 p.m. ET.
Extended-Hours Trading
Day + Extended Hours (Day + Ext) TD AMERITRADE offers individual investors the opportunity to trade NASDAQ, NYSE, and AMEX stocks during a continuous 12-hour trading session from 8 a.m. to 8 p.m. ET, Monday through Friday, excluding market holidays.
A.M. extended-hours orders (Ext. AM) can be placed at any time. The A.M. Extended Hours session is from 8:00 a.m. to 9:15 a.m. ET, Monday through Friday, excluding market holidays.
P.M. extended-hours orders (Ext. PM) can be placed at any time. However, the session hours are from 4:15 p.m. to 8 p.m. ET, Monday through Friday, excluding market holidays.
Extended-hours trading is subject to unique rules and risks. Please review the extended-hours trading rules before you decide to participate.
How do I place an order in MobiTradeOne?
To place a stock order from the standard order entry screen, tap any symbol in the Watchlist to open symbol details and tap “New order” then follow the steps below:
- Choose an action from the following choices:
- Buy (to open a long position);
- Sell (to close a long position);
- Buy to cover (to cover a short position, margin accounts only);
- Sell short (to open a short position, margin accounts only);
- Enter the symbol of the stock you'd like to trade if it differs from the current symbol.
- Select the order type from the following choices:
- Market
- Limit
- Stop market
- Stop limit
- Trailing stop
- Enter quantity – the number of shares/contracts you want to buy or sell.
- Enter:
- Limit price (if a limit or stop limit order is selected);
- Stop price (if a stop limit, stop market is selected);
- Trailing stop price in percents or points (if trailing stop order is selected)
Once activated, a stop limit order becomes a limit order. A stop market order and a trailing stop order become market orders.
- After you have selected an order type, select the expiration for the order from the following choices:
- Day
- Day + Ext. (Day + Extended Hours)
- GTC (Good Till Cancelled)
- GTC + Ext. (GTC + Extended Hours)
- Ext. AM (Extended AM)
- Ext. PM (Extended PM)
- MOC (Market on Close)
- Select a routing choice. You can choose auto routing or direct routing. When you choose auto routing, you depend on the TD AMERITRADE routing platform to route your order. You can enter market, limit, stop market, stop limit and trailing stop orders using auto routing, as well as Day and GTC orders.
To directly route your order, you must be enabled for direct routing. Enable direct routing in the My Profile section. Available direct routing choices:
If you select NASDAQ as your routing choice, you can enter a display size. The display size is the maximum number of shares routed to NASDAQ at one time. Entering a display size is optional.
- You may specify any of the following special instructions:
- AON (All or None)
- DNR (Do Not Reduce)
- FOK (Fill or Kill)
- AON/DNR
Note: Special instructions cannot be used with extended hour orders.
What order types are available?
The order types available are market, limit, stop market, stop limit, and trailing stop orders.
Market - A market order indicates you want the immediate execution of an order for a stated number of shares at or near the current market price without any other restrictions. This means your order will seek execution once it is received by the market (as long as the security is trading). Please note that execution price, speed and liquidity are affected by many factors, including market volatility, size and type of order and available market centers. Keep in mind that prices can change quickly in fast market conditions, resulting in execution prices that are different from the quotes displayed at order entry.
Limit - A limit order indicates the highest price you are willing to pay for a security, or the lowest price you are willing to accept to sell a security. Your order will be executed at your designated price or better. This helps protect your order from sudden volatility, but it also means you will only buy or sell the security if it reaches the price you're seeking. Unless you specify how the limit order should be processed ("All or None," "Do Not Reduce," or "Fill or Kill")], it may be partially filled with fewer shares bought or sold than you requested if the price you specified is met but the full quantity isn't available at that price. A limit order also allows you to specify a time period within which your order remains active-it will seek to completely fill your order at your limit price until the time period ends, after which your order will expire. Keep in mind that trades executed in multiple lots on the same day are charged a single commission but trades partially executed over multiple trading days are subject to commission charges for each trading day.
To summarize: A market order seeks immediate execution at the next available price or prices. A limit order seeks a certain price or better but may not fill if the market never reaches your specified limit price.
Stop market - Choosing Stop market for the order type indicates you want your stop order to become a market order once a specific price has been reached. There is no guarantee that the execution price will be equal to or near the activation price. Stop orders are accepted on most stocks and options.
Stop limit - Choosing stop limit for the order type indicates you want this order to seek an execution at a specific limit price or better once the activation price is reached. Enter an activation price as well as a limit price for these orders. Depending on your strategy, the limit price and activation price may be the same. The order becomes a limit order once the activation price has been reached. Stop limit orders are accepted on stocks, as well as most options.
Trailing Stops (Sell) - Trailing stop sell orders are used for long stock positions to maximize and protect profit in rising markets and limit losses in falling markets. With this order, you do not enter a specific activation price, but rather, you create a moving activation price by setting a stop parameter. The stop parameter can be entered as a point value or percentage below the current bid. If you use points, the trail amount must be a minimum of $.01 and no greater than the current bid. If you use a percentage, the trail amount must be a whole number between 1 and 99. If the bid moves up, the activation price increases to "trail" the new value. If the bid drops, the activation price does not change. When the bid drops to an amount equal to or less than the previously recalculated activation price, the order is activated and becomes a market order.
Trailing Stops (Buy) - Trailing stop buy orders are used for short stock positions to maximize and protect profit in falling markets and limit losses in rising markets. With this order, you do not enter a specific activation price, but rather, you create a moving activation price by setting a stop parameter. The stop parameter can be entered as a point value or percentage above the current ask. If you use points, the trail amount must be a minimum of $.01. If you use a percentage, the trail amount must be a whole number between 1 and 99. If the ask moves down, the activation price decreases to "trail" the new value. If the ask increases, the activation price does not change. When the ask increases to an amount equal to or greater than the previously recalculated activation price, the order is activated and becomes a market order.
Please Note:
- When choosing Stop orders, buyers must enter a stop price above the ask price. Sellers must enter a stop price below the current bid price.
- Sell stop orders for securities listed on exchanges (Nasdaq, NYSE, AMEX), as well as over-the-counter securities, are activated by the bid price, while buy stops are activated by the ask price.
- Stop orders for options are activated by a trade price or the ask price for sell stops and a trade price or the bid price for buy stops.
- A trailing stop order will be canceled in the event of a corporate action, such as a split or a dividend payment. The order will be canceled before market open on the ex-dividend date or day of the split.
As with any stop order, there is no guarantee that the execution price of your order will be at or near the activation price. Execution at a price different than the activation price is more likely to occur in conditions such as a fast-moving market, at market open or market close, or when trading has been halted on a security. A limit order carries the risk of missing the market altogether because it may never reach or surpass the specified limit price. In a fast-moving market, it might be impossible to execute an order at the limit price, so you may not have the protection you sought.
What is a trailing stop?
Trailing stops are orders that are entered with a stop parameter that creates a moving or "trailing" activation price. They are only accepted for stocks that trade on NASDAQ, NYSE, and AMEX.
Trailing Stops (Sell)
Trailing stop sell orders are used for long stock positions to maximize and protect profit in rising markets and limit losses in falling markets. With this order, you do not enter a specific activation price, but rather, you create a moving activation price by setting a stop parameter.
The stop parameter can be entered as a point value or percentage below the current bid. If you use points, the trail amount must be a minimum of $.01 and no greater than the current bid. If you use a percentage, the trail amount must be a whole number between 1 and 99.
If the bid moves up, the activation price increases to "trail" the new value. If the bid drops, the activation price does not change. When the bid drops to an amount equal to or less than the previously recalculated activation price, the order is activated and becomes a market order.
Trailing Stops (Buy)
Trailing stop buy orders are used for short stock positions to maximize and protect profit in falling markets and limit losses in rising markets. With this order, you do not enter a specific activation price, but rather, you create a moving activation price by setting a stop parameter.
The stop parameter can be entered as a point value or percentage above the current ask. If you use points, the trail amount must be a minimum of $.01. If you use a percentage, the trail amount must be a whole number between 1 and 99.
If the ask moves down, the activation price decreases to "trail" the new value. If the ask increases, the activation price does not change. When the ask increases to an amount equal to or greater than the previously recalculated activation price, the order is activated and becomes a market order.
Please Note:
When choosing Stop orders, buyers must enter a stop price above the ask price. Sellers must enter a stop price below the current bid price.
- Sell stop orders for securities listed on exchanges (NASDAQ, NYSE, AMEX), as well as over-the-counter securities, are activated by the bid price, while buy stops are activated by the ask price.
- Stop orders for options are activated by a trade price or the ask price for sell stops and a trade price or the bid price for buy stops.
- A trailing stop order will be canceled in the event of a corporate action, such as a split or a dividend payment. The order will be canceled before market open on the ex-dividend date or day of the split.
- As with any stop order, there is no guarantee that the execution price will be equal to or near the activation price. Execution at a price different than the activation price is more likely to occur in conditions such as a fast-moving market, at market open or market close, or when trading has been halted on a security.
What are the available order expirations?
GTC - A GTC (good till canceled) order lasts until it is completed or canceled. You can enter the date you would like your GTC order to be canceled, up to six months from the date the order was placed. The order is valid between 9:30:00 a.m. and 4:00:00 p.m. ET. If you specify a date, the order will expire at 4:00:00 p.m. ET on that day. If the date you specify is a market holiday or a weekend, the expiration date will automatically become the last valid market date before that date. Please check the Order Status page to see the updated expiration date.
Day - Choosing Day indicates that you want the order to cancel itself at the end of the trading day if it has not been executed. You do not need to specify Day for Market orders. All Market orders are always good for the Day only. A day order entered after 9:30:00 a.m. and before 4:00:00 p.m. ET is valid until 4:00:00 p.m. ET that day. A day order entered between 4:00:01 p.m. and prior to 9:29:59 a.m. ET is valid from 9:30:00 a.m. to 4:00:00 p.m. ET the next market day.
Day + Ext. - Choosing DAY+EXT indicates that you would like your order valid between 8:00:00 a.m. and 8:00:00 p.m. ET that market day, which includes the regular trading session and both extended hours (AM and PM) sessions. It also indicates that if the order does not execute, you would like it to be canceled automatically at the end of the day (8:00:00 p.m. ET). DAY+EXT orders placed between 8:00:01 p.m. and 7:59:59 a.m. ET, will be valid from 8:00:00 a.m. to 8:00:00 p.m. ET the next market day.
GTC + Ext. - A GTC + Ext. (GTC + Extended Hours) order works the same way as a GTC order (see above), except it also includes extended hours trading sessions each day.
Ext. AM - An Ext. AM (Extended AM) order is valid only between 8:00:00 a.m. and 9:14:59 a.m. ET. Orders marked as Ext. AM and placed after 9:14:59 a.m. and before 8:00:00 a.m. ET the next day are active for the next AM only trading session. TD AMERITRADE cannot guarantee that extended-hours orders entered prior to 8 a.m. ET will not be executed before 8 a.m. ET. Because some ECNs begin matching orders prior to 8 a.m., an extended-hours order might execute before 8 a.m.
Ext. PM - An Ext. PM (Extended PM) order is valid only between 4:15:00 p.m. and 8:00:00 p.m. ET. Orders marked as Ext. PM and placed after 8:00:00 p.m. and before 4:15:00 p.m. ET the next day are active for the next PM only trading session.
MOC - Choosing MOC (Market on Close) indicates you want your order to execute as close as possible to the market closing price. MOC orders must be placed at least 20 minutes prior to the closing time of the market or exchange. Short Sell MOC orders may not execute. Orders entered after 3:01:00 p.m. may be rejected by the market center. Please contact a TD AMERITRADE associate to verify your order's status. MOC orders cannot be canceled after 3:40:00 p.m. ET. If you would like to attempt to cancel a MOC order after 3:40:00 p.m. ET, contact a TD AMERITRADE Trading representative and a best efforts attempt will be made.
What are the available order qualifiers (special instructions)?
All or None (AON) - Choosing all or none (AON) indicates that you want your order to be executed in its entirety or not at all. Please note: AON orders have the lowest priority in the market.
Do not Reduce (DNR) - Choosing do not reduce (DNR) indicates you do not want the price of your order to be reduced to reflect future dividend payments.
Fill or Kill (FOK) - Choosing fill or kill (FOK) indicates you want the immediate purchase or sale of a specified amount of stock. If the order cannot be filled immediately, in its entirety, it is automatically canceled. Fill or Kill orders are only valid when placed during regular market hours.
All or None/Do not Reduce (AON/DNR) - Choosing AON/DNR means you wish to specify the instructions for both all or none (AON) and do not reduce (DNR) (see above).
Options Orders. How do I trade options?
The equity and narrow based index options trading day is from 9:30 a.m. through 4:00 p.m. ET. The ETF and broad based index options trading day is from 9:30 a.m. through 4:15 p.m. ET.
Only accounts approved for options trading can place options trades. Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Please read Characteristics and Risks of Standardized Options carefully before investing in options.
To place an options order, go to Options under Trade. Then follow the steps for placing a single order described above.
Edit or Cancel orders
You can cancel orders with Open status. Go to Orders tab and select the order you want to edit or cancel and select Edit Order or Cancel Order in Menu.
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Balances
To see details of your account balance, click Balance tab. Here you will be able to view details of your account balances and buying power, showing Account Balance, Other Balances, and Buying Power.
The Account Balance table can include any or all of the following information, depending on the type of account you have and your specific holdings.
Cash Balance - The amount of liquid funds in your account, including the monetary value of trades that may not have settled, but excluding any money market funds.
Money Market - This is the interest- or dividend- earning cash you hold in a sweep vehicle; this money can be withdrawn or used to buy securities. Your money market balance also includes accrued interest that will be paid at month-end. The market value is displayed in the Positions area of the Balances & Positions screen in Portfolio & Accounts. (When looking at a Combined Accounts view, Money market includes the sum of all cash held in all sweep accounts associated with the accounts you've linked.)
Long Stock Value - The long stock value is the total value of your individual long stock positions based on the last price for those stocks.
Short Stock Value - The short stock value is the total value of your individual short stock positions based on the last price for those stocks.
Long Option Value - The long option value is the total value of your individual long option positions based on the bid price.
Short Option Value - The short option value is the total value of your individual short option positions based on the ask price.
Mutual Fund Value - The total current value of any mutual funds you hold.
Bond Value - The total current value of any bonds you hold.
Account Value - The total current value of your account, which is the sum of all items shown in this table.
Combined value - Displays the total net worth of your linked TD AMERITRADE, Amerivest, and Ameritrade Izone accounts. This value does not represent an amount available for trading in any individual account.
Avail. for withdrawal - The projected total amount of cash available to you for withdrawal, which does not include pending deposits.
Pending deposits - The current total of any deposits you have made that have not yet cleared.
Unsettled cash - Applies to cash only accounts. These funds are cash proceeds from sales which are not available for trading due to the sell occurring before settlement of the purchase. Upon settlement of the purchase, the unsettled cash will be released and added back to the cash available for trading.
Long marginable value - The total value of your long positions that are marginable.
Short marginable value - The total value of your short positions that are marginable.
Margin equity - The amount of marginable assets you own and have paid for in the account.
Equity percentage - The margin equity divided by the total marginable securities.
Maintenance requirement - The minimum amount of equity needed to hold the marginable positions in your account.
Avail. funds for trading -In cash only accounts, the projected amount of funds you have available for making trades. This total includes any pending deposits you may have.
Non-marginable funds - The projected amount of funds you have available for purchasing non-marginable securities.
Options BP - the projected amount of funds available to purchase options.
Avail. funds - In margin accounts, The projected amount of funds available to you, including any pending deposits you may have.
Stock BP - Your projected total stock buying power, including any pending deposits you may have.
Day trading BP - Your projected amount of Buying Power for day trading purposes. Note: Day Trading Buying Power can be significantly greater than Stock Buying power and is meant for day trading purposes only.
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Charts
To open a chart, select symbol on watchlist, "long touch" to open context menu and select Charts.
To change range of intervals, chart type, TA functions and other chart parameters press Menu button and select Settings.
It is recommended to use candle charts as they display more clear and detailed information on the current price movements.
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Technical Analysis (TA)
TA functions include:
- Pivot Points (support and resistance levels: S1, S2, S3, P, R1, R2, R3);
- Fibonacci retracements and extensions (from 0% up to 200%);
- Volume
- MACD
- SMA-9 (Simple Moving Average with period of 9 days)
- EMA-9 (Exponential Moving Average with period of 9 days)
- WMA-9 (Weighted Moving Average with period of 9 days)
- Momentum
- RSI (Relative Strength Indicator)
- CCI (Commodity Channel Index)
- MFI (Money Flow Index)
- Bollinger Bands (upper, middle and lower bands)
- Parabolic SAR (or parabolic indicator)
- Williams %R (Percent Range Indicator)
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