To place a trade for Stocks or ETFs, review the following steps:

1. Go to the stock quote page, tap Trade button, select Buy or Sell for the order direction.

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2. Input all required order parameters, like order type, price, quantity, time in force, etc., then tap Review order to review the order details. Once order information is confirmed, tap Confirm & submit, the order will be submitted to upstream broker.

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3. If the order is in a pending status and you want to modify or cancel it, go to Portfolio page and tap the Orders button.

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4. Tap Edit button, change order parameters and resubmit for order modification, or you can tap Cancel order to directly cancel the order.