Definition of Screen Terms

The following tutorial will guide you through the necessary steps to place a trade through InstantBrokersm on certain internet-ready, cellular phones. Steps outlined in this tutorial begin once “Fidelity” is selected from the phone’s micro-browser menu. When accessing trading functionality, you will be required to log-in prior to each individual trade for security reasons.
1. Press “4” or move cursor to Log-In and press hot-key for “OK”.
2. Enter your Social Security Number (SSN) using the phone keypad and press hot-key for “OK”.
3. Enter your Personal Identification Number (PIN) and press hot-key for “OK”.
4. Select Trade by pressing “4” on the keypad, or move cursor to desired selection and press hot-key for “OK”.
5. Press hot-key for “OK” if only one Account is registered under this SSN. Otherwise, select account by pressing appropriate keypad #, or move cursor to selection and press hot-key for “OK”.
6. Select security type to be traded by pressing appropriate keypad #, or Move cursor to selection and press hot-key for “OK”. (Mutual Fund and Option orders are currently not available.
7. Select desired trade Action by pressing appropriate # on keypad or move cursor to selection and press hot-key for “OK”.
8. Enter number of Shares to be traded by pressing appropriate numbers on phone keypad. Use “Clear” button on phone to edit entries. Press hot- key for “OK”.
9. Enter trading Symbol for security to be traded. (Refer to Phone User Manual for instructions on entering alpha characters.) Press hot-key for “OK”.
10. Select Price Type from menu by pressing appropriate keypad #, or move cursor to desired type and press hot-key for “OK”. (If any “limit” type is selected, you will be prompted to specify a “Price”, which is your limit price. If “Market” order is selected, the Time-In-Force will be automatically set to “Day”).
11. Provide Price for any Limit, Stop Loss, or Stop Limit order by pressing appropriate keypad #’s, and press hot-key for “OK”.
12. Choose Time-In-Force by pressing appropriate keypad #, or move cursor to desired time and press hot-key for “OK”. (Unfilled Day orders expire at the end of that day’s normal trading session. Unfilled Good-Til-Cancelled orders remain open for 120 days and are eligible for execution during normal market hours).
13. Select the Account Type in which your order should be placed. Press the appropriate keypad #, or move the cursor to desired type and press hot-key for “OK”. (Placing a Margin trade requires prior Margin Approval for each eligible account.)
14. Review data entered and press hot-key for “OK” to present your order.
15. Review Order Preview screen for accuracy. You will be provided a real-time quote with a description of your order. Press the hot-key for “OK” to deliver your order to Fidelity for execution.
16. You will receive an Order Confirmation number, verifying that your order has been received. It is recommended that you save your confirmation numbers for future reference.
Definition of Screen Terms
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