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Market Touch Instruments


Firstrade Interactive Touch Tone Trading
Your 24-Hour Connection to the Market
800-362-6275

With Market Touch, you can place trades for stocks and options, receive trade confirmations, get real-time quotes, review your account information, create stock quote lists and more.

Contents:

Getting Started

  1. Call 800-362-6275.
  2. Key in your ten digit Firstrade Brokerage account number.
  3. Enter your Personal Identification Number (PIN)*.
  4. Simply follow the verbal instructions. You may press * # at anytime to return to the previous selection.

* A PIN is a number you select to ensure privacy for your account information. The first time you access the Touch-Tone system, enter the last 4 digits of your social security number or tax ID number. Once you have accessed the system, you will be prompted to change your PIN. You may also change your PIN at any time in the future by pressing *8.

How to Obtain Quotes

  1. Call 800-362-6275.
  2. Key in your ten digit account number.
  3. Key in your PIN.
  4. Press 1 for quotes.
  5. Enter symbol, followed by # .

Example: IBM press: 4 3 2 2 6 1 , #

I B M

For option quotes, just precede the symbol with a Q and follow the verbal instructions.

How to Trade Stocks

  1. Call 800-362-6275.
  2. Key in your ten digit account number.
  3. Key in your PIN.
  4. Press 2 for order services.
  5. Press 1 to buy or sell a security.
  6. Press 1 for cash account or 2 for margin.
  7. Press 1 to buy securities, 2 to sell securities.
  8. Press 1 for equities.
  9. Enter symbol. Your choice will be verbally confirmed. To make your selection process easier, refer to the Symbol Conversion Table in this brochure.

Note: When submitting an order, be sure to press 3 to send your order and hold for your confirmation number. When selling securities, the securities must be in your account, otherwise contact Firstrade. Orders to sell securities not held in your account will receive the message, "Your order has been rejected" and the order will not be processed.

How to Trade Options

  1. Call 800-362-6275.
  2. Key in your ten digit account number.
  3. Key in your PIN.
  4. Press Press 2 for order services.
  5. Press 1 to buy or sell a security.
  6. Press 1 for cash account or 2 for margin.
  7. Press 1 to buy securities, 2 to sell securities.
  8. Press 2 for options.
  9. Enter symbol. Your choice will be verbally confirmed. To make your selection process easier, refer to the Symbol Conversion Table in this brochure.

For option quotes, just precede the symbol with Q and enter the symbol for expiration month and strike price from the symbol conversion table.

For option orders, enter the option symbol including the strike price and expiration month without the Q.

Note: When submitting an order, be sure to press 3 to send your order and hold for your confirmation number. When selling securities, the securities must be in your account, otherwise contact Firstrade. Orders to sell securities not held in your account will receive the message, "Your order has been rejected" and the order will not be processed.

How to Access Account Balances

  1. Call 800-362-6275.
  2. Key in your ten digit account number.
  3. Key in your PIN.
  4. Press 3 for account information.
  5. Press 1 to hear your account balance.

How to Create a Stock List
  1. Call 800-362-6275.
  2. Key in your ten digit account number.
  3. Key in your PIN.
  4. Press 1 for quote services.
  5. Press 4 to create a stock list.
  6. Enter a stock list number between 1 and 9.
  7. Enter stock symbol followed by the # sign.
  8. Continue to enter up to 10 symbols for your stock list or press # to finish your stock list.

Navigational Aids

Press * 7 to switch between accounts.

Press * 8 to change your PIN.

Press * 2 to access the help menu.

Press * 9 to exit or hang up.

Press * 1 to return to the Main Menu.

Stock Symbol Conversion Table

A=21

B=22

C=23

D=31

E=32

F=33

G=41

H=42

I=43

J=51

K=52

L=53

M=61

N=62

O=63

P=71

Q=11

R=72

S=73

T=81

U=82

V=83

W=91

X=92

Y=93

Z=99

 

Options Symbol Conversion Table

Month

Call

Put

January

A

M

February

B

N

March

C

O

April

D

P

May

E

Q

June

F

R

July

G

S

August

H

T

September

I

U

October

J

V

November

K

W

December

L

X


Price

Letter

Price

Letter

5;105;205

A

65;165;265

M

10;110;210

B

70;170;270

N

15;115;215

C

75;175;275

O

20;120;220

D

80;180;280

P

25;125;225

E

85;185;285

Q

30;130;230

F

90;190;290

R

35;135;235

G

95;195;295

S

40;140;240

H

100;200;300

T

45;145;245

I

7.50

U

50;150;250

J

12.50

V

55;155;255

K

17.50

W

60;160;260

L

22.50

X


Examples:

Entering Symbols

Stocks ex. IBM press: 4 3 2 2 6 1 , #

I B M

Options ex. IBM June 105 Call press: 1 1, 4 3 , 2 2, 6 1, 3 3 , 2 1, #

Q I B M June Call 105

Preferred Issues ex. IBM Prd press: 4 3 2 2 6 1 1 2 1 , #

I B M Prd A

When Issued ex. IBM Wi press: 4 3 2 2 6 1 1 4 , #

I B M Wi

Rights ex. IBM Rts press: 4 3 2 2 6 1 1 6 , #

I B M Rts

Warrants ex. IBM Wts press: 4 3 2 2 6 1 17, #

I B M Wt

Order Cancellations
Usage of the order cancellation function allows you to request cancellation of unexecuted orders. However, a request for cancellation does not guarantee the order will be canceled. You must confirm cancellation prior to entering new orders.

Information About Quotes
The first time you use Market Touch, a bank of 100 quotes is established. Your quote bank is reduced by one for each quote requested via the system. Your quote bank is refreshed by 100 after each trade execution. Firstrade reserves the right to limit the number of free quotes provided and to charge for excessive quote usage.

Trading Information
All orders are subject to review, modification or cancellation by Firstrade prior to release to the appropriate exchange, market center, market maker or dealer.

Cash Orders
For option orders, 100% cleared funds must be on deposit in your account and your account must be approved for option trading privileges. For initial trades, Firstrade requires cleared funds in your account.

Margin Orders
For stock orders, cash or buying power must equal 100% of the order value. For initial trades, Firstrade requires cleared funds in your account.

 

 
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