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FAQs
General Information

Contact Customer Support

How do I log in for the first time?

What if I forget my password?


Account Information

What are the requirements for opening an account?

What types of Accounts are available at OptionsFirst?

Can I open an account by mail or fax?

How do I create an account?

Can I rollover a 401(k)?

Does OptionsFirst allow foreign accounts?

What is the difference between a cash account and
a margin account?

What are the account balance requirements?

Are OptionsFirst accounts insured?


Funding Your Account

How do I deposit a check into my account?

How can I transfer my account to OptionsFirst?

How do I transfer money from my bank into my account
via Wire Transfer?

How do I request a check withdrawal from my account?


Account Management

How do I check my account balance?

When can I start to trade?

Can I have more than one account?

What is OptionsFirst’s policy on personal information?

How do I view account statements and trade confirmations?


Commissions and Fees

What are OptionsFirst’s commissions?

How do you calculate commissions on spread trades?

Will I incur any commissions for modifying or
cancelling an order?

What are the commissions for partial or modified orders?

Are any fees passed through to the customer?

What are the exercise and assignment fees?

Does OptionsFirst charge any account service fees?

Trading

What can I trade in a regular trading account?

What can I trade in an IRA account?

What types of orders are not allowed?

Can I place a trade through e-mail?

What information should I give your trade desk when
placing an order?

How do I place an order?

To place an order simply using the Order Ticket:

Can I place an order from the Option Chain?

How do I know if my order has been filled?

How fast is an OptionsFirst order executed?

What is considered a Day Trade?

When is an account considered a Pattern Day
Trading account?

Can I trade advanced Order Types


Technology

Can I use OptionsFirst on a Mac?

Which Web browsers are compatible with
OptionsFirst Technology?

I cannot see parts of the trading platform or some of
the buttons seem to be off the screen.

What hardware specifications should my computer
have to achieve the best results?

I am having trouble logging in.