User Manual VERSION 1.2
Contents
1. i AMERITRADE Command Center 2 0 User ME VERSION 1 2 CC 2 0 Product Overview 02 What is Command Center 2 0 and how is it different from other products How do I customize Command Center 2 0 Console 04 What is the Console and what can it help me do What do the streaming tools help me do or see What do the other tools help me do or see What are the different ways can open a tool How many multiple instances of a tool can open How do I open multiple instances of the same tool Layouts 08 What is a layout What are the preset layouts and what do they do How do l launch a layout How do I create a layout How do I set a default layout to open when I launch CC2 0 How do edit the name of a layout How do I delete a layout How do l revert to the original default settings for a preset layout Can reset the default settings for a customized layout Can I change the color theme of a layout Templates Menu 10 What are templates and how do I use them How many different templates can save for a single tool Which tools have the ability to create save and manage templates Can individual layouts use different default templates for the same tool Can I overwrite the factory preset template How do I change which template is the default Framed and Unframed Display Modes 12 What s the difference between Framed and Unframed How do I select the display mode I want Linking Tools 132. see my You can see your account information displayed in the Console itself or you can open account information within the Account pull down menu to access individual account related screens Command Center 2 0 Within the Console itself your account information is displayed just beneath the tool buttons Depending on the type of account you have cash or margin the following types of information may be displayed there e Account Number Only the last four digits are revealed to protect your accounts security the preceding numbers are never shown ex xxx xx1234 e Account Value The total current value of your account with more details available on the Account Balances screen if you click on the displayed value e Open Orders Click the link labeled View to access the Open Orders screen where you can see the number of orders entered and received with specific details for each order available e Available Funds Displays the projected amount of funds you have available for making trades e Buying Power For margin accounts only displays the amount of available funds that can be used to purchase fully marginable securities Use the Account pull down menu for access to five account related screens e Trade Ticket Go here to type in all the details of an order you want to enter into your account e Account Balances Look at details about your account balances and buying power includes tables showing your account balance o
3. Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 2 i AMERITRADE The Console s intuitive controls pull down menus and information display help create a complete yet streamlined experience Once you re comfortable with how CC2 0 works go ahead and customize its features and functions that s the best way to take advantage of all of its soeed power and convenience How do customize Customizing your CC2 0 experience is simple Command Center 2 0 e Open a layout you want to use either a preset or custom layout you create e Add new tools to it or delete tools from it e Organize the remaining tools the way you want onscreen adjust their preference settings and start using them for the task at hand When you re done for the day or ready to create a different layout for a different purpose just close the layout and all your work will automatically save That s right Command Center 2 0 will automatically remember what you did last This feature is called Auto Save and it s active from the very first time you launch CC2 0 You can turn it off and on again at any point You can customize and save your experience in one of two ways Either use the Console or use the pull down menus along the top of the Console they re always there even if you ve hidden the Console s other controls With Auto Save turned on or by manually saving when it s turned off CC2 0 will remember your settings e Launch single or m
4. Em E i panoe a as ose on aa a ae es l ee h n ni ii ii Elo 2 Pacer enc me EE E i ha TD ARERR ADE Chari Streamer index mie 68 ved a mm E gina s coe seats f Brioce Order Type Lint Te a TE Ea Ehei While other products give you access to real time quotes trading account information and intra day and long term research tools CC2 0 lets you do all of this in a single flexible environment according to your own personal style e Create customize and save tool layouts to suit your different needs for trading investing and conducting research e Automatically save the details of each layout you create so that you can watch the market the way you want Direct your CC2 0 experience with the Console which is essentially a control panel that lets you e Launch individual tools preset layouts of tools and customized tool layouts you create as well as the trade ticket e See key account information such as available funds and buying power important notifications and current market data Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees
5. TD AMERITRADE does not recommend disabling the order preview screen when using this feature TD AMERITRADE is not responsible for orders placed inadvertently Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 6 iL AMERITRADE What are the different There are three ways to manually open a tool ways I can open a tool e Click its dedicated button in the Console e Select it from the Tools pull down menu located above the Console e Right click your mouse and select it from the menu that appears To automatically launch a tool or layout when CC2 0 launches select the particular layout you want as your default using the Manage Layouts button located on the toolbar of the Console How many multiple The total depends on the tool you re using see chart below instances of a tool can l open WATCH LISTS LEVEL Il QUOTES ae CHARTS NEWS ACTIVES INDEX LAST SALE DEPTH CHART PORTFOLIO TRADING TICKET QUOTE SCOPE PATTERN MATCHER How do open There are actually four ways to open multiple instances of the same tool mul
6. you can create and save up to seven new layouts from scratch each of which will have its own dedicated button as well Click the button for the layout you want to use and the tools assigned to that layout will open up using the same onscreen location preferences and settings it had the last time you used it The Auto Save feature stores the current state of any layout before you close it which means it ll launch with the same characteristics the next time you open that layout Characteristics stored by Auto Save include e Data entered into a field e Type and number of tools open e Preference settings e Location and size of tools onscreen e Linked or unlinked tool behavior e Color and size of text e Column width What are the preset There are four preset or default layouts Classic Standard Investor and Trader All layouts and what do four were designed to address the most common trading strategies they do Classic This layout incorporates all the tools that were used in the old command center screen Command Center 2 0 s predecessor It is packed with three Level II windows as well as the trade ticket the Message Log Watch Lists Portfolio Open Orders and News Standard This basic trading layout is a comfortable starting point for most users whether you re watching the market placing trades or using it as a building block to create a custom view Investor Intended for researching long term trades Investor is very similar
7. Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 19 AMERITRADE What order details can You can edit the following order details be edited Quantity e Order Type e Price e Expiration Activation Price Can I see confirmation The Open Orders screen does not display confirmation messages Confirmation messages in the Open messages are displayed in the Console although they will be truncated if they re Orders screen particularly long go to the Message Log its link is located in the upper right of the Console to see complete confirmation messages from your current session Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 20 AMERITRADE Option Chain What is lal An option chain is a way of viewing options quotes and retrieving information pertaining option chain to the marketable options for a particular security In Command Center 2 0 you can search for the following option chains e Calls An option contract under which the holder has the right to purchase the number of shar
8. Saran n es h F Pa thata T T 7 Deasa anm pae a aa ee ee li ee ioe Anemi EEN Alabe paia T Buying Powe 3100 Opendeders Wire Lasi bodied aed Oct ib SG 23410 P EST i Hide Contra With the Console you can e Open individual streaming tools including Watch Lists Level Il Charts News Actives Index Last Sale Depth Chart Pattern Matcher Option Chain e Open other tools such as Portfolio Trade Ticket Quote Scope e Launch create and manage layouts Four preset layouts Classic Standard Investor Trader Create up to seven customized layouts at any time Quickly open hide and retrieve tools e Adjust settings Switch between Framed and Unframed display modes Enable or disable Auto Save functionality Change font size colors and column width e See your account information Account number Available funds Buying power e Read important notifications The most recent message is abbreviated but expandable onscreen View Log button displays all intra session messages with one click e See current time and time until market opens or closes Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and
9. to Standard view but it offers a slightly more long term look at the market by replacing the trade ticket with Streaming News Trader Optimized for a slightly more advanced intra day view of the market thanks to Level Il and Actives the Trader layout is most useful for short term trades and research WATCHLISTS XX X X PLEVELN S X S e S X O CHARTS fT XXX INDEX INDEX TRADE TICKET eS ee STREAMING NEWS XTX ACTIVES Ooo T S ee f Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 8 How do l launch a layout How do create a layout How do set a default layout to open when launch CC2 0 How do l edit the name of a layout How do I delete a layout How do I revert to the original default settings for a preset layout Can reset the default settings for a customized layout Can change the color theme of a layout i AMERITRADE Open the Layouts pull down menu and select the layout you want to use or click the layout s button in the Console Create a layout in one of three ways e Click
10. 04 10 21 i gt AMERITRADE 6 If you like you can enter a strike filter 7 When you find the symbol you would like to trade click the bid or ask to automatically fill the trade ticket How do look up an To view a streaming option chain click the Option Chain button in the Console or option chain right click from anywhere in Command Center 2 0 and select Option Chain You can stream a maximum of 4 expiration cycles at a time Select or deselect the Stream check box to begin streaming or stop streaming a given expiration cycle How dol view a To view a detailed option quote click the Option Chain button in the Console or right detailed option quote click from anywhere in Command Center 2 0 and select Option Chain From the option chain view you can click on an option symbol to see a detailed quote Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses Please read Characteristics and Risks of Standardized Options before investing in options Pull Down Menus Some things you can Layouts Create save and open layouts do from the pull down Account See balances positions messages and open order information menus Tools Launch any available streaming tool Preferences Change global font size and color show hide labels and buttons Window Organize display close and link tools Help Read help and download the manu
11. Open Orders screen using any one of four different methods 1 Open the Account dropdown menu and select Open Orders 2 Click the Open Orders button located in the Console 3 Click the Open Orders View link located in the Account Status section of the Console 4 Select Open Orders from the right click menu 1 Click the checkbox located next to the order you want to cancel in the Cancel column 2 Click Cancel then click Confirm If you decide not to cancel an order you ve already selected click Undo All Please note Open orders may be filled while you are attempting to cancel them Partial executions may also occur while attempting to cancel an order 1 Double click on the order detail you want to edit 2 Enter the new order information then press Enter on your keyboard 3 When your new order information is displayed click Replace to prepare your new order for submission or Undo All to prevent it from being submitted Please note Open orders may be filled while you are attempting to edit or cancel them Partial executions may also occur while attempting to edit an order Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our
12. Save is active from the first time you launch Command Center 2 0 and will remain active until you to decide to disable it it can be turned on and off at any time by using the Auto Save On Off button located on the Console or accessed via the Preferences menu Auto Save remembers e data entered into a field such as a stock symbol e selections made in pull down menus checkboxes and option buttons e width and order of columns in a tool e size and location of a tool within a layout e number of open instances for the same tool in a layout e color and size of text across every tool in a layout e the color and size of text for an individual tool this setting overrides the global color and size setting but it will revert to the global setting if you close the tool e the state of the Console its location whether you hide or show the tool bar and whether the tool button bar is visible or hidden All of this information can be saved manually as well if you have turned off Auto Save As its name suggests Auto Save automatically saves any new layout settings while you work whether you ve made any changes or not This occurs every ten minutes however if you close a layout those settings will be saved at that time regardless of when your last Auto Save update occurred Its suggested that you leave Auto Save on unless you want to manually update your layout settings every time you use CC2 0 It s a very practical way to make sure y
13. What if my Mac doesn t have right click functionality What right click functionality is available in CC2 0 Messages amp Message Log 24 Where do messages appear and how can I read them What types of messages can I read in the message log Miscellaneous 24 Java Minimum System Requirements Operating System Requirements Browser Requirements Display Settings Loader Window Debugger Status Tool Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 AMERITRADE Command Center 2 0 Overview What is Command Command Center 2 0 is a customizable desktop workstation that not only gives you Center 2 0 and how is fast access to all our streaming tools and your account information but also lets you it different from other store different experiences you create so that you can quickly relaunch them whenever products you want Diet PH EST Mrka laan 2 howe E rrara Franed Ehm Hel E nS paren ent dnlratarinscan ss Hele Piara be Cored Canter 2 ie Leg I Tresor Lene rreesstor Lers Staniend Layo Hie Lied Beara Lapel Sure leew Fraticen L y mhe 7 ees Fa Most paree Lect face apih Ita Tures Gunes i Be E aie E ees ia eet Trop hreman ees Accoumi Yalea PHEA able Pumie PLE igy Lore Lect updmded mi Wed Mo DE 200645 13 30 PM EST FF moet aen fala CETE ee KAMPEN COMSTOCK EIDE peenaa e e EET aa TE miri Ceocnphon ASTE WAN MAMPEN CONTOH God Pati SS AS ol a MOTOR HE Oia Taid
14. What is linking How do l link tools Do I need to enter a ticker symbol into a tool before can link it to other tools How do I see an entire linked group at once Auto Save 14 What is auto save What information and settings does auto save keep track of How often does auto save actually save a layout s information Why should use auto save How do I perform manual saves How do l turn auto save off How do l turn auto save on Preferences 16 What preferences can change What can I do in Global Preferences What can I do in Layout Display Preferences What other things can I do from the Preferences pull down menu Account Information 17 Where can see my account information within Command Center 2 0 Trading 18 How do I open a trading ticket within Command Center 2 0 How do I change the order entry defaults for the trade ticket Open Orders 19 What is the Open Orders screen and what can it tell me How do access Open Orders How do I cancel an order from the Open Orders screen How do edit an order from the Open Orders screen What order details can be edited Can I see confirmation messages in the Open Orders screen Option Chain 21 What is an option chain How do I look up an option chain How do I stream an option chain How do I view a detailed option quote Pull Down Menus 22 Some things you can do from the pull down menus Right Click Menus 23 What is right click functionality
15. al Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 22 i AMERITRADE Right Click Menu What is right click functionality What if my Mac doesn t have right click functionality What right click functionality is available inCC2 0 Unlike the left button on a mouse which can be used to do things like select an item or launch an application the right button opens a set of completely different functionality depending on the application you re using Mac users who don t use a two button mouse can access the right click menu by simultaneously pressing the control key and clicking their mouse trackpad or trackpad button When you right click on a symbol in CC2 0 a pull down menu of possible actions to take and tools to open will appear including Buy Sell opens a pre populated trade ticket according to they symbol you re looking at and your stock order entry defaults to see or edit them go to the Web site and select My Profile located under Home on the main site Order Status Launches a new page where you can
16. and puts for an underlying security What do the other tools Portfolio help me do or see Displays stocks in your account and their current value in a consolidated view up to 17 columns of data to select from including number of shares price changes and gain loss values Trade ticket Place orders quickly and easily using Standard or Rapid Order Entry ROE With ROE orders can be entered via shorthand or pre populate the order ticket automatically with the ROE string e Select a symbol type it or click on one from a portfolio watch list or streaming tool display e Designate a buy or sell order e Enter a quantity e Complete the remainder of the ticket as applicable by choosing the order type price expiration routing instructions and special instructions e After submitting and confirming your order it will be routed for entry into your account e To enable Express Trading go to My Profile under Home e Please review every order placed with Express Trading prior to clicking the Place Order button You are responsible for all orders entered in your account Quote Scope A customizable graphical display helps you visualize market liquidity and provides one click trading three different ways Shows Level II data and color coded price bands that expand and contract to reflect price market size and the market participant s Requires a free Java plug in and a subscription to Level Il is needed to see NASDAQ quotes
17. ave a connection Click on the indicator at any time to see specific details about your connection as well as a host of details about the data you ve received in the current session TD AMERITRADE Division of TD AMERITRADE Inc member FINRA SIPC TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company Inc and The Toronto Dominion Bank 2008 TD AMERITRADE IP Company Inc All rights reserved Used with permission Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 25
18. bligates the contract seller if the buyer exercises to purchase the underlying security at a fixed price for a fixed period of time e Calls and Puts This choice will return information for both calls and puts 4 Select the range you would like to search from the following choices e In the money A call option is in the money when the market price of the underlying security is higher than the option s strike price A put option is in the money when the market price is lower than the option s strike price e Near the money Choosing near the money will display the three nearest strike prices above and the three nearest strike prices below the current price of the stock e Out of the money A call option is out of the money if the market price is lower than the option s strike price A put option is out of the money if the market price is higher than the option s strike price e All This choice returns information for all of the above ranges 5 Select the expiration for your search Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B
19. e Command Center however some Mac users have reported running it successfully PC Microsofts Internet Explorer 6 or later Firefox 3 0 or later Mac Safari 3 0 or later Firefox 3 0 or later Command Center 2 0 is designed for a minimum resolution of 800 x 600 and for a color depth of 16 KB To change the color depth or resolution on a PC go to Control Panel select Display and choose Settings To change the color depth or resolution on a Macintosh with Mac OS 9 go to the Control Panel and choose Monitors If you re using OS X go to System Preferences and choose Displays Macintosh Mac OS and Safari are registered trademarks or trademarks of Apple Computer Inc registered in the U S and other countries Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Netscape is a registered trademark of Netscape Communications Corporation in the United States and other countries Mozilla is also a trademark of Netscape Communications Corporation which may be registered in other countries Java is a trademark of Sun Microsystems Inc in the United States and other countries Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchan
20. e or edit your order entry defaults go to the Web site and select My Profile located under Home on the main site Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 18 Open Orders What is the Open Orders screen and what can it tell me How dol access Open Orders How do cancel an order from the Open Orders screen How do edit an order from the Open Orders screen i AMERITRADE The Open Orders screen provides detailed information about any open orders placed from within Command Center 2 0 However the Open Orders screen does not display information about orders placed on the Website or status information for orders that have been canceled or filled either partially or completely For details about all order activity including order status and confirmation information go to Order Status under Trade on the TD AMERITRADE Website Details for the following order information are displayed e Action e Quantity e Symbol e Order Type e Price e Activation e Special Instructions e Routing You can access the
21. elay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 5 i AMERITRADE e Finding securities that highly corrleate to the charting pattern of a particular symbol Go to the Pattern Matcher page of the web site s Trading Tools section to learn more including detailed help information and a QuickStart Guide Please Note TD AMERITRADE does not make recommendations or determine the suitability of any security strategy or course of action for you through the use of Pattern Matcher Your account it self directed and any investment you make is solely your responsability Please consult other sources of information and consider your individual financial position and goals before making an independent investment decision Results obtained from Pattern Matcher are hypothetical and may vary with each use and over time Past performance of a security does not guarantee future results or Success Option Chain A an option chain is a way of viewing options quotes and retrieving information pertaining to the marketable options for a particular security In Command Center 2 0 you can view calls puts or calls
22. en documents or applications will be hidden completely or partially unless you resize the CC2 0 window or select them from your computer s desktop Unframed mode independently displays tools you are currently using This means every active tool in a layout will be displayed separately as opposed to being contained inside a single window along with whatever else is on your desktop open documents desktop icons etc Unframed mode is recommended for use with multi monitor displays or if you intend to use other applications at the same time How do select the CC2 0 s default display mode is set to Framed but you can switch to Unframed display mode want and then switch back and forth between the two of them if you want by opening the Preferences pull down menu and selecting the mode Framed or Unframed you want to use Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 12 Linking Tools What is linking How do link tools Do need to enter a ticker symbol into a tool before can link it to other tools How do
23. es of the underlying security at a fixed price for a fixed period of time It obligates the contract seller if the buyer exercises to sell the underlying security at a fixed price for a fixed period of time e Puts An option contract under which the holder has the right to sell the number of shares of the underlying security at a fixed price for a fixed period of time It obligates the contract seller if the buyer exercises to purchase the underlying security at a fixed price for a fixed period of time e Calls and Puts This choice will return information for both calls and puts How do look up an You can use the option chain search feature to retrieve information pertaining to option chain marketable options for a particular security To look up an option chain in Command Center 2 0 1 Click the Option Chain button in the Console or right click from anywhere in Command Center 2 0 2 Enter the underlying symbol 3 Select the chain type from the following choices e Calls An option contract under which the holder has the right to purchase the number of shares of the underlying security at a fixed price for a fixed period of time It obligates the contract seller if the buyer exercises to sell the underlying security at a fixed price for a fixed period of time e Puts An option contract under which the holder has the right to sell the number of shares of the underlying security at a fixed price for a fixed period of time It o
24. fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 4 i AMERITRADE What do the streaming Watch Lists Level Quotes tools help me do or see See the best bid and ask price for a stock as well as other basic information including its quote size last trade change volume high and low and create up to 49 watch lists in addition to one for your portfolio each one can contain up to 50 ticker symbols 35 symbols for non Apex clients Apex qualification is based on an average of five trades per month over a three month period or a 100 000 total account value Apex membership may also be granted on a free trial basis Qualification is reviewed every three months Professional access to real time data differs Level Il Quotes With Level Il get an in depth picture of a supply and demand for NASDAQ stocks view regional quotes for listed stocks and options and see different price levels size market maker IDs and exchanges for buy and sell sides of the market as well as the most recently executed price Charts Watch intra day price and volume moves and perform technical analysis on intra day historical data for a specific stock or option in regular or extended hours trading Historical chart information is available for up to 15 years News Follow breaking news with streaming headlines that you can filter choose to see headlines about all available new
25. ge agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 24 i AMERITRADE Loader Window The loader window appears as soon as you launch Command Center 2 0 but unless you have trouble loading will likely be gone before you even get a chance to see it It basically provides you with a progress report while the application loads Once the application has loaded you need to keep the window open you can minimize it so that you don t have to look at it but do not close it or CC2 0 will shut down Debugger The Debugger is an online tool enabled by TD AMERITRADE s Client Services team if you have a technical problem with CC2 0 that requires their assistance to resolve In such situations you will be instructed to look onscreen for a red bug icon it looks like an insect located in the Console s Help menu Once you click on it the Debugger application will launch and you will be taken through the necessary steps to solve whatever technical problem you are experiencing Status Tool The Status tool is a small square indicator located in the lower left corner of each tool that tells you about your current streaming connection If the indicator blinks green that means you are currently receiving real time data A yellow indicator indicates that the tool is attempting to connect to our server Ared square means you do not currently h
26. ick the Auto Save On Off link in the upper right corner of the Console then turn off the radio button next to Auto Save If you want to be asked whether you d like to save your work before closing a layout check the box next to Prompt to save If you don t want to be asked leave the box unchecked To turn Auto Save on again repeat one of the steps above Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 15 Preferences What preferences can i AMERITRADE The Preferences dropdown menu provides access to a variety of settings that let you change What can do in Global adjust the way Command Center 2 0 is displayed Go to the Preferences pull down menu to Make global and or layout only changes to colors themes and font sizes e Turn on off Auto Save and Framed Unframed display mode e Show hide your account Summary and layout tabs tool buttons and tool names in the Console Note To change the color scheme and or font size in an individual tool without changing it in any other tools click the settings icon in the up
27. ils see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 23 i gt AMERITRADE Messages amp Message Log What types of messages can read in the message log What types of messages can read in the message log Miscellaneous Java Minimum System Requirements Operating System Requirements Browser Requirements Display Settings System messages are displayed in the Console but if they re long they may be abbreviated use the mouse to move your cursor over the message and the message will be displayed in its entirety If you have a trade ticket open when a message arrives you ll also see it displayed there Open the Message Log its link is located in the upper right side of the Console for a complete list of intra session system messages The Message Log displays all intra session system messages sent to you orders entered orders received and error messages Java 5 0 or later is required The following are the minimum operating system browser and display requirements for the PC and Mac platforms Other platforms such as Linux UNIX may also be used but the compatibility of some of our products may vary If you are having problems accessing parts of this site we recommend that you update your browser to a more recent version PC Windows XP Macintosh Mac OS 10 3 9 or later Please note At this time we do not support the Mac operating system for th
28. mes that you can choose between to dictate the foreground and background colors displayed within CC2 0 Snow which is black text on a light background the default and Midnight which is white text on a black background To change the current color theme go to the Preferences pull down menu select Global Preferences then the Themes tab then turn on the radio button of the theme you want Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 9 i AMERITRADE Templates Menu What are templates and how do I use them How many different templates can save for a single tool Which tools have the ability to create save and manage templates Can individual layouts use different default templates for the same tool Templates are customized versions of the same tool that you can create For example you can reorganize a tool s columns save that revised tool with a new name then set it as your default template Templates can be created saved and managed via the Templates menu located along the lower right corner of all
29. ou don t have to start from scratch building the same layout over and over again It s also a particularly convenient feature when you re fine tuning how a certain layout works you can keep tweaking until you get things just right and all your hard work will be captured so that you can hit the ground running the next time you launch that layout If you ve already disabled Auto Save and want to manually save your most current layout preferences open the Layouts pull down menu and select Save or Save As Save should be used if you want to overwrite the previous settings with the most current ones for the layout you re working in Use Save As if you want to create a new layout and retain the original settings for the layout you ve been using Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 14 i AMERITRADE How do turn There are two ways to turn off the Auto Save feature Auto Save off 1 Go to the Preferences pull down menu select Global Preferences click the Auto Save tab then turn off the radio button next to Auto Save 2 Cl
30. per right corner of the tool you want to adjust then click the Display tab to select the color scheme and font size you prefer As its name suggests Global Preferences lets you switch the overall color theme of Preferences CC2 0 click the Themes tab then select Snow black text on a light background or Midnight white text on black background Click the Auto Save tab to turn on off the Auto Save function This is where you go to change the color scheme and font size for every tool within a What can do in Layout Display Preferences specific layout The Preferences pull down menu lets you turn on Framed Unframed display mode What other things can do from the Preferences pull down menu It also lets you select whether any all of the following elements are shown e Layout Tabs e Tools Buttons e Tool Names e Account Summary A checkmark next to any of these functions indicates that it will be displayed Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 16 AMERITRADE Account Information Where can
31. s only hot news deemed by third party analysts to have the potential to move markets manually entered ticker symbols each equity in your account all equities from a specific watch list or every equity from all of your watch lists Requires a subscription Actives Look at real time most active top ten lists of stocks and options within a wide range of intra day timeframes for a snapshot of the number of trades or shares traded in intervals as short as 1 minute or as long as an entire day Index Choose from 27 different market indices to monitor in real time or create your own index with a basket of stocks using equal price or volume weighting Click in an index s trend column to zoom in on current activity Last Sale Get streaming time and sales information for the current trading day along with a 10 minute price chart for a particular stock A candlestick graph displays updates last sale price and volume information on the last 20 trades Depth Chart View a streaming graphic that shows the supply and demand for a NASDAQ stock using data from NSDQ INET Price analysis is available for any share amount you select allowing you to gauge potential fill prices Pattern Matcher This pattern recognition tool is designed to help you spot potential trading opportunities by e Finding securities that closely match well known technical charting patterns or Market volatility volume and system availability may d
32. see an entire linked group at once i AMERITRADE Linking is when you create a relationship between two or more tools so that they watch the same symbol It s a convenient way to simultaneously monitor a single security from a variety of tools for a more detailed perspective of what s going on with that security When you create a linked group each of the tools in that group shares the same colored label giving you a quick way to identify which tools on your desktop are focused on the same symbol You can add a tool to a group of linked tools via the Link To pull down menu or the right click menu on your mouse Mac users can simultaneously press the Control key and click their mouse or trackpad Via the tool s pull down menu e Open the tool s pull down menu and select the group you want to add it to choose an existing group or create a new one by adding it to an unnamed one Linked groups share the same label name and color to identify all the tools in the group e Add new tools to the linked group by opening them and assigning them to the group via the Link pull down menu Via the right click menu e Right click in the tool you want to link and select Link To Another menu will open at that point select the tool to link to from that secondary menu If you right click on a ticker symbol when you create the linked relationship the tool you link to will open using that same ticker symbol There are two wa
33. stors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 17 Trading How do I open a trade ticket within the CC2 0 environment How dol change the order entry defaults for the trade ticket i AMERITRADE Choose one of a variety of ways 1 Click the Trade Ticket button in the Console 2 Open the Account pull down menu and select Trade Ticket 3 Right click in any tool Mac users should simultaneously press the control key and click their mouse trackpad or trackpad button 4 Right click on any ticker symbol listed in a tool and a trade ticket pre populated with that ticker symbol and your order entry defaults will appear 5 Click the B or 5j button on any applet when a ticker symbol is currently being displayed the trade ticket will pre populate with that ticker symbol along with your order entry defaults 6 Select the Buy or Sell icon from any right click menu from any tool currently watching a symbol and a trade ticket will pre populate with that ticker symbol along with your order entry defaults If you already have a trade ticket open in the background you can bring it to the front by selecting it from the Active Tools subsection of the Window pull down menu To se
34. te the No but you don t need to keep it as your default template either Feel free to create factory preset template overwrite rename or delete any of your own templates as you see fit Just remember If you delete a template there s no way to undo it How do I change which To select another template as the default template open the Templates menu select template is the default Manage Templates highlight the template you want to set as the default then click Set as Default Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 11 iL AMERITRADE Framed and Unframed Display Modes What s the difference The Framed and Unframed display modes are essentially different ways for you to between Framed and see and use tools within a layout Unframed Framed mode the default setting displays all the tools you are currently using inside a single window It is recommended for users with single monitor displays using a 1024x768 resolution and or no immediate need to run and see other applications while using CC2 0 all other op
35. template enabled tools within Command Center 2 0 Use the templates menu to e Create templates New e Overwrite existing templates Save As e Manage existing templates Rename Delete and Set as Default You can save up to 10 unique templates of a tool in addition to the factory preset the settings that are used if you never customized a tool at all The following tools are enabled with template capability Watchlists e Level Il e Portfolio e Charts e News e Actives e Index e Last sale e Depth Chart e Quote Scope The following tools do not have template capability e Balances e Open Orders e Trade Ticket e Message Log No but if you have Auto Save turned on when you use Command Center 2 0 the settings in use when you close a layout will be used the next time you open it If you want tools within a layout to see a specific template when the layout opens make sure those templates are in use prior to closing the layout Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 10 AMERITRADE Can overwri
36. the New Layout button e Open the Layout pull down menu and select New e Select an existing layout and modify it Your layout settings will be saved automatically unless you disable the Auto Save feature in which case you ll be asked whether you want to manually save your new layout before you can exit it If you enter a new name for a layout but fail to open any tools before closing it the layout name will not be saved Open the Layouts pull down menu and select Manage Layouts then select the radio button located next to the layout you want and click OK Open the Layouts pull down menu and select Manage Layouts then highlight the name you want to edit then click OK You can t edit the name of a preset layout Open the Layouts pull down menu and select Manage Layouts click the Delete link next to the layout you want to delete then click OK You can t delete preset layouts Open the Layouts pull down menu and select Manage Layouts locate the Reset link located next to the layout you want to change then click OK No customized layouts do not have default settings in fact they are constantly being updated whenever you open close or move a tool onscreen However if you wish to prevent any changes from being saved without your approval disable the Auto Save feature go to the Auto Save tab in the Global Preferences window under the Preferences pull down menu Yes there are currently two different background color the
37. ther balances and buying power e Portfolio Review all of the stocks options mutual funds and bonds currently in your account using a variety of customizable data fields e Message Log Show a complete list of intra session system messages orders entered orders received and error messages Each new message is displayed as soon as it becomes available in both the Console and the Trading ticket if you have it open e Open Orders See a sortable list of all your open orders Order details include the security s ticker symbol the order action price quantity order type activation special instructions and routing information as well as the ability submit orders for cancellation The Account Balance screen can include any or all of the following information depending on the type of account you have and your specific holdings Cash balance Account value Equity Percentage Short Balance Combined value Maintenance requirement Money market Available for withdrawal Available funds for trading Long stock value Pending deposits Non marginable funds Short stock value Unsettled cash Options buying power Long option value Long marginable value Available funds Short option value Short marginable value Stock buying power Mutual fund value Margin equity Day trading buying power Bond value Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all inve
38. tiple instances ab chasanietocl e Click its dedicated button in the Console once for every instance you want e If you already have one instance of the tool open click the small downward arrow located on the tool s button and select Launch New Tool from the pull down menu active instances of the tool can be brought to the front this way e Select it from the Tools pull down menu located above the Console e Right click your mouse and select it from the menu that appears If you want to quickly see every open instance of a tool go to the Window menu and select Show All Tools to simultaneously open every active tool open and minimized or open the Window menu and look through the Active Tools list Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 7 AMERITRADE Layouts What is a layout A layout is an organized group of tools you use together or separately to accomplish your tasks onscreen Select one of CC2 0 s built in presets or choose one of those you create for your own specific needs Preset layouts have dedicated buttons
39. ultiple instances of individual streaming tools and the trade ticket e Open existing preset tool layouts or customized layouts e Use your mouse to drag individual tools where you want them onscreen e Switch between display modes Framed shows tools in a single window Unframed shows them as independent windows e Activate linking between tools to watch a single equity from a variety of angles e View and edit preferences Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 3 AMERITRADE Console What is the console and CC2 0 s Console is a control panel you use to customize your onscreen environment what can it help me do Inside that environment you can launch individual tools combinations of tools preset and customizable layouts and see account information for the purposes of trading and research T 1 AMERITRADE s Command Center 20 86S lamar BH PMEOT Nekaj dissa incl hour 36min Fram iaai o E Liwets Actount Donis Breterences Pimi Heip Pek oe to Cinar Center lt 0 Yea bey Sindari Iresator Traner Cresta Layo Hai
40. view and sort orders according to type open pending filled canceled expired and or date range including executed portions of partially filled orders You can also cancel or replace orders from this page Static Chart Launches a long term chart from 1 day to 10 years with quote information and a host of indicators Tools Open any of the tools currently available in CC2 0 see descriptions in the Console chapter Trade Ticket Launch an empty trade ticket Open Orders See details about your open orders Account Balances Review your balance information Message Log Read a complete list of intra session system messages orders entered orders received and error messages Settings Depending on the tool you re currently using settings can help you manage watch lists create alerts organize fields and select different display and view options Delete Removes the highlighted symbol from the tool you re using Link To Lets you select another tool that will watch the same ticker symbol Autosave On Off Lets you enable or disable the feature depending on its current state Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For deta
41. ys to remove a tool from a group e Select Unlink from the tool s pull down or menu e Select Unlink from the right click menu e Close the tool No you can set up the linked relationship without entering a symbol Once you ve added your tools to the linked group enter a symbol into any of them and they will all start watching it Linking tools via the right click menu can only be performed from a tool that is already watching a symbol Open the Window pull down menu in the Console and select the group you want to see from the list of active linked groups Market volatility volume and system availability may delay account access and trade executions Options involve risks and are not suitable for all investors Subscriptions required for NASDAQ Level II and Streaming News access Access to real time data is subject to acceptance of the exchange agreements Professional access and fees differ For details see our Professional Rates amp Fees Command Center 2 0 User Manual v1 2 TDA 9037 B 04 10 13 Auto Save What is Auto Save What information and settings does Auto Save keep track of How often does Auto Save actually save a layout s information Why should I use Auto Save How do I perform manual saves i AMERITRADE Auto Save is a practical feature that conveniently captures specific settings for a layout so that they are automatically recalled the next time you launch that layout Auto
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