MARKET TIMELINE

MARKET TIMELINE

Option and Equity markets are the busiest near the close. Should you need to call an order into the Trading desk please remember the following:

  • • You do not need to call the Trading desk to check on the status of your order.
  • • Fidelity Streetscape – Go to Wealthscape using the link on the top menu.
  • • Pershing – Go to NetX360 > Trading > Order/Trade Status.
  • • Have all of your information ready (i.e., buy/sell, amount of shares, account number and commission).
  • • To purchase or liquidate multiple clients in the same security, see the instructions on how to enter Block Orders.
  • • Mutual Fund orders usually cut off at 12:45 (PT).

WIS Welcomes Courtney Valek, AML Analyst

Courtney is excited to be joining the Western International Securities Team and working with Isela Ortega within the Compliance and AML team. She has previously worked as a...

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TruChoice Financial Group
(The Annuity Store)

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

INSURANCE Quick Links

TruChoice Financial Group
(The Annuity Store)

 

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