What are watch accounts?

You may experiment with folios and our platform through your watch account without using real money.

Is there a limit on the number of watch folios I can have?

You can create up to ten watch folios where you will be able to simulate, placing orders, modifying hypothetical positions, and tracking the performance of your watch folios, just as you would in an account funded with real money.

How do I delete a watch folio?

Select the Settings tab and look for the watch folio you want to delete, and then select Close Folio.

Is there a limit on the number of trades I can do in a day with a watch account?

You may place up to twenty hypothetical trades, a day, in a watch account.

How does an exchange work with watch folios?

Example

If you exchange one folio for another, and there are no securities in common to both folios, the folio you have will be sold and the new folio will be bought with the proceeds.

Original Folio Desired Folio After Exchange

Old folio:
Sell $50 of security A
Sell $50 of security B

New folio:
Buy $40 of security C
Buy $60 of security D

If you exchange one folio for another, and there are securities common to both folios, we will buy or sell only what is necessary to accomplish the exchange.

Original Folio Desired Folio After Exchange

Old folio:
Sell $10 of security A
Sell $50 of security B

New folio:
Buy $60 of security C