Exploring Conditional Orders in the Fidelity Mobile App

Summary of the user’s inquiry and response:

  • Main Problem: The user wants to know if they can enter OCO (one-cancels-the-other) and OTOCO (one-triggers-a-one-cancels-the-other) orders using the Fidelity mobile app.
  • Solution: Conditional orders like OCO and OTOCO are only available on Fidelity.com and Active Trader Pro, not in the mobile app.
  • Steps to Place Conditional Orders:
    • Log in to Fidelity.com.
    • Expand the “Accounts & Trade” section and select “Trade.”
    • Choose “Conditional” in the “Trade” menu.
    • Select the appropriate account and order type (Contingent, OTO, OCO, or OTOCO).
  • Additional Resource: For more information on conditional orders, a link to Fidelity’s learning center is provided.

If the user has more questions, they are encouraged to ask for further assistance.

Here’s the full thread
cgc4200
05/14/2024 at 06:56:11 PDT
Can you enter into OCO’s & OTOCO’s on the phone app? Thanks-
FidelityLinsey
05/14/2024 at 07:11:10 PDT
We appreciate you reaching out, @cgc4200. Conditional orders, such as one-cancels-the-other (OCO) and one-triggers-a-one-cancels-the-other (OTOCO), are currently only available on Fidelity.com and Active Trader Pro (ATP) and not in the mobile app. To place a conditional order on Fidelity.com, please log in and follow these steps: 1. Expand the “Accounts & Trade” and select “Trade” 2. Choose “Conditional” in the “Trade” menu 3. Pick the appropriate account and order type (Contingent, OTO, OCO, or OTOCO) You can learn more about conditional orders at Fidelity here: https://www.fidelity.com/learning-center/trading-investing/trading/conditional-order-types If there is anything we can clarify or if additional questions pop up, please don’t hesitate to ask! We’re always happy to help. 🟢

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