Investing & Trading

Getting Quotes

Why can’t I get a specific quote?

If you can’t get a particular quote, it might be because that symbol is not in our database. Please contact us at 1.877.742.2900 and we’ll get the symbol set up within 2 business days.

See this answer on its own page

Do the quotes stream?

The quotes in the Quote Box do not stream but will update on a cycle. We call them snap quotes – meaning a snapshot. Use Get Quote to get a more detailed quote which you can refresh (press F5) or request the quote again.

See this answer on its own page

Do quotes display real time data?

No. The data displayed is delayed by 15 minutes. For real-time quotes, you’ll need to complete the real-time quote agreement and confirm you’re not a brokerage firm professional* on an annual basis. You can complete the agreement online by logging in and clicking on the “real-time” link on the quote page or in the trading menu footer.

*You’re considered a professional user for real-time data purposes if you’re an Investment Advisor, IR, RR, IA Assistant, Partner, Director, Officer, or other Executive, and any trade desk employee.

See this answer on its own page

What is the real-time agreement?

The Real-Time agreement is an annual online process for clients to upgrade from 15 minute delayed quotes to real-time quotes. Once you log into your account, click on the Real-time link on the quote page or in the left-hand footer of the trading website. You’ll be asked for information on your identify, your occupation, and then answer several questions to confirm that you are not a brokerage firm professional (Pro)*. Once you have completed the exchange agreements to certify that you are not a Pro you will have instant access to real-time quotes. There is no cost to Non-Pro clients to subscribe to real-time quotes. If you’re considered a Pro for real-time purposes, you’ll need to contact Credential Direct to start a manual agreement process to subscribe at your own cost for real-time quotes.

*a brokerage industry professional is an Investment Advisor, IR, RR, IA Assistant, Partner, Director, Officer, or other Executive, and any trade desk employee.

See this answer on its own page

How many stocks can I watch in my Watchlist?

Up to 500 stocks and/or indices.

See this answer on its own page

How do I set the order in which my Watchlist stocks will appear?

The order in which you place them in the Custom window (left to right) is the same order that will display (top to bottom) on your watch list.

See this answer on its own page

Can I buy/sell stocks directly from a quote?

To buy/sell stocks just click on the Buy or Sell button and you’ll be directed to the Trade > Equities page where you can place an order.

See this answer on its own page

Ready to become a DIY trader?

Take control of your investing with a partner that values the same things you do.

Open an account