In the web based trading dashboard, how to I enter a complex order?
- Main Problem: Users are experiencing difficulty with placing complex orders, such as One-Cancels-the-Other (OCO), on the new Trading Dashboard, as it defaults to margin trades instead of cash.
- Solution 1: Fidelity acknowledged that conditional orders like OCO are not yet available in the Trading Dashboard but are being developed for future release.
- Solution 2: Users can place an OCO order by opening a trade ticket in the Trading Dashboard and selecting “Conditional” under “Trade Type.”
- Solution 3: It’s suggested that users ensure their notifications are turned on to receive updates about new features.
- Solution 4: For users who have purchased shares with cash, it’s noted that the regular trade option from the main page allows for a choice between margin or cash when buying or selling.
Here’s the full thread
When I try to use trade armor from the regular fidelity website it tells me trade armor is going away and I can do it in the new trading dashboard (web based). I can’t seem to figure out how to enter a complex order (ie OCO) from the trading dashboard.
Thanks,
Jerry
Hi, @Jerry Texas!
At this time, conditional orders, such as One-Cancels-the-Other (OCO), are not able to be placed in the current Trading Dashboard experience. We recognize that this is a popular feature from Trade Armor and our development team is working on adding it to the Dashboard soon. We appreciate your patience in the meantime.
Please make sure to turn on your notifications to stay up to date on this addition.🟢
How soon OCO will be available in Trading Dashboard? I still don’t see it even I received notification it is available now.
Thanks for reaching out to us, @yeew !
I’m happy to see that you are using our Trading Dashboard tool. You can place a One cancels the other (OCO) order by opening a trade ticket within the Trading Dashboard. Then, under “Trade Type”, select “Conditional.” The system will automatically direct you to the OCO trade ticket.
Let us know if you have any additional questions. Happy Trading! 🟢
I use trade armor in active trader pro to do a OCO order, this be of help
Glad we can be of help, @JCFid15! Please reach out any time you need us. 🟢
On the trading dashboard, account trades are defaulted to margin… which is a problem when you have purchased shares with cash. There does not seem to be a way to change it from margin to cash (when you put in OCO it looks at margin shares… finds none, tells you it cannot proceed with OCO).
Regular trade option from main page gives you the option to use margin or cash when buying or selling.
Hey there, @drazgo!
We responded to this question in your most recent post, so be sure to check that out! 🟢