In accounts activated for online trading, you may place equity and option trades as well as redeem money from your money market account.

You can access the trading features by:
1) Select Trading from the top menu bar.
2) Select Account Services, go to Positions & Balances and select any of the underlined stock symbols (or hyperlinks) which will bring you directly to the trading screen.

Penny stock BUY trades are prohibited. PRIMEVEST recognizes penny stock valued at $2.00 and under. Customers must contact the Financial Institution or Investment Executive to execute these types of trades.

Redeem Money

To redeem money from your money market:
1) Select Account Services
2) Select Positions & Balances
3) Click on the underlined symbol (or hyperlink) listed under money market funds.

This will automatically bring you to the redemption screen.

Canceling or Modifying Open Orders

Open orders are orders that have not executed, usually because the trade was entered with a limit price and not at the market.

To cancel or modify any open order simply:
1) Select Trading or Account Services from the top menu bar
2) Select Open Orders
3) Select Cancel or Modify

Open orders indicate if the transaction is a buy or a sell, stock symbol and name, quantity and price.

Executed Trades

To view a list of trades executed for today's date:
1) Select Trading or Account Services
2) Select Executions to view trade's executed today.

Executed trades indicate if the transaction was a buy or sell, stock symbol and name, quantity and price.

<< Previous | Next >>
Print Version