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    Archived pages: 132 . Archive date: 2012-07.

  • Title: Options Trading, Stock Trading & Futures Trading at optionsXpress
    Descriptive info: .. Skip to content.. Skip to navigation.. Skip to search.. optionsXpress Stocks, Options Futures.. (888) 280-0277.. Live Chat.. Login.. Site Search.. Why optionsXpress?.. Investment Products.. Free Education.. Tools Research.. Open an Account.. Great Pricing.. A world-class online trading platform, no hidden fees, free broker assistance on trades and low commission rates are just the beginning of our overall value.. Active Traders.. Virtual Trading.. Live online trading, play money.. Our online virtual trading tool gives you all the experience with none of the risk.. Excellent Service.. Online trading shouldn't mean trading  ...   build your trading skills to help you find your next big trading idea at optionsXpress.. About Us.. optionsXpress.. Pricing Commissions.. Contact Us.. FAQ.. Check Us Out.. Is OX Right for You?.. Live Events.. Site Map.. Products.. Online Options Trading.. Online Futures Trading.. Online Stock Trading.. More Product Choices.. What We Offer.. Free Investing Education.. Free Account Transfers.. Free Virtual Trading.. Free Powerful Tools.. Security Risks.. Security Center.. Risks Policies.. Privacy Policy.. Didn't find what you needed?.. Let us know.. Brokerage Products: Not FDIC Insured No Bank Guarantee May Lose Value..

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  • Title: Online Trading Help at optionsXpress
    Descriptive info: About Us Contact Us.. We re committed to finding the right answer quickly, so that trading online doesn t mean trading alone.. Our extended customer service hours give you access to the personal, knowledgeable help you need right when you need it.. Live Online Help.. Chat with us.. online in real time.. M F, 8AM 10PM USA  ...   hours, Su 5:30PM F 5:30PM USA EDT.. Email.. Use this form.. to email us a question.. Telephone.. 888.. 280.. 0277.. General Support.. M F, 9AM 10PM USA EDT.. 877.. 6040.. Futures Support.. Mail.. optionsXpress Canada Corp.. P.. O.. Box 2197.. Chicago IL 60690 2197.. Facsimile.. (888) 280-0272.. Overnight.. 311 W.. Monroe Street, Suite 1000.. Chicago IL 60606..

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  • Title: Best in Options Trading, Stock Trading & Futures Trading at optionsXpress
    Descriptive info: Learn More > Why OptionsXpress?.. Trade with an Options and Futures Specialist.. We love trading just as much as you do.. That's why we're dedicated to delivering powerful, easy-to-use trading tools and technology, every day.. Trade Your Favorite Products.. At optionsXpress, you can trade your favorite products all in one account.. All-In-One Account.. Trade stocks, options, and futures at a single brokerage in one account.. Home, Office, Or On the Go.. Enjoy the flexibility and convenience of our "Best of Options.. 1.. " trading technology from your home, in the office, or on the go.. Experience Powerful, Easy-to-Use Tools.. Find ideas and place your trades with intuitive, easy-to-use trading tools including:.. All-In-One Trade Ticket.. Called by Barron's a "model for the industry.. " our All-In-One Trade Ticket lets you easily build strategies and place all your trades from a single screen.. Strategy Scan.. Identify options strategies based on your personal risk tolerance and sentiment of the underlying symbol.. Trade Probability Calculator.. Quickly identify the opportunity and risk of an options trade with the Trade Probability Calculator.. Virtual Trade.. Test your strategies and ideas risk-free with $25,000 in a Virtual Trade account.. Build Your Trading Skills.. Whether you're new to trading, or a wily veteran, we have education and resources that can help you become a better trader.. Attend our weekly webinars or local live events to learn the basics or new strategies.. On-Demand Training.. Learn trading strategies and tools with in-depth videos, charts,  ...   response and access times may vary due to market conditions, system performance, and other factors.. Online trading has inherent risk.. Options involve risk and are not suitable for all investors.. Please read.. Characteristics and Risks of Standardized Options.. or available by calling 1-888-280-0277.. Futures involve substantial risk and are not appropriate for all investors.. Please read ".. Risk Disclosure Statement for Futures and Options.. " (PDF) prior to applying for an account.. An investor should understand these and additional risks before trading.. All prices in USD unless noted otherwise.. All rights reserved 2012 optionsXpress Canada Corp Member.. Investment Industry Regulatory Organization of Canada.. ,.. Canadian Investor Protection Fund.. optionsXpress Canada Corp makes no investment recommendations and does not provide financial, tax or legal advice.. Content and tools are provided for educational and informational purposes only.. All Products and services offered in Canada will be provided by optionsXpress Canada Corp.. and may not be available or offered in all other jurisdictions.. (Member Investment Industry Regulatory Organization of Canada, Canadian Investor Protection Fund) and Charles Schwab Co.. , Inc.. (Member.. SIPC.. ) are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.. Nothing here is an offer or solicitation of securities, products or services by Charles Schwab Co.. in any jurisdiction where their offer or sale is not qualified or exempt from registration.. Close.. Please read Characteristics and Risks of Standardized Options by visiting.. http://www.. optionsclearing.. com/about/publications/character-risks.. jsp.. or available by calling (888) 280-0277..

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  • Title: Options Trading at optionsXpress
    Descriptive info: Products Options.. Trade with a pioneer in online options trading and give yourself the advantage of our expertise with powerful online trading tools, dedicated resources and advanced order screens all designed with the specific needs of online option traders in mind.. Learn More.. Open an account.. Options screenshot.. See more [+].. See less [-].. Options.. Futures.. Stocks.. More Choices.. As a pioneer in bringing online options trading to the self-directed investor, optionsXpress has the tools and resources to help you take full advantage of the inherent benefits of these flexible investment products, such as:.. Portfolio Protection.. Protect your stock portfolio against adverse market moves.. Income Generation.. Generate  ...   less risk to equity.. optionsXpress makes it easy to get the most out of your online options trading experience with:.. Comprehensive Trading Education.. We make learning about options convenient and easy with.. FREE trading education.. , organized by experience level.. Powerful Investing Tools.. We have more ways to.. find, analyze and monitor your options investments.. , including.. real-feel virtual trading.. Dedicated Service.. We re there for you with the.. knowledgeable, dependable answers.. you need right when you need them.. Explore more options trading possibilities with our.. options trading tools.. , and.. option strategies.. For timely insight into the options markets, check out our daily.. options blog.. and.. newsletter..

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  • Title: Learn About Options, Stock & Futures Trading Strategies at optionsXpress
    Descriptive info: Free Education Education Center.. When it comes to online trading, uncertainty leads to inaction.. That's why optionsXpress has created the.. XpressMethod.. – our innovative trading education plan designed to help you become a more intelligent and more confident online trader.. Education Center Screenshot.. Education Center.. Webinars.. The Insider.. The Education Center reflects our relentless commitment to  ...   covering topics including:.. Options Trading.. Futures Trading.. Stocks Trading.. Bonds.. ETFs.. The XpressMethod is our innovative combination of tutorials, webinars, and workshops to help teach you how to engage in the online trading process, relying on five core steps:.. Plan.. Screen.. Analyze.. Execute.. Monitor.. Looking for more trading education? Learn the language with our.. free glossary..

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  • Title: Online Trading Tools at optionsXpress
    Descriptive info: Tools Research Powerful Tools.. Find.. From market screeners to detailed chains to robust charts, our full suite of innovative, easy-to-use online trading tools gives hands-on investors dozens of ways to uncover and keep tabs on their next great investing opportunities.. Powerful tools screenshot.. Powerful Tools.. Research Center.. Xtend.. OX Mobile.. Our suite of innovative, easy-to-use.. online trading tools.. are conveniently organized by function so you can quickly match the tool to the job:.. Our screeners and technical patterning tools can help you sift through the thousands of potential investment opportunities to find those that best  ...   to break down your potential.. trading strategies.. and examine upcoming trades from every angle.. StrategyScan screenshot.. Xtend is the all-in-one nerve center for the sophisticated trader.. The markets are constantly on the move, and Xtend is designed to quickly adapt to your changing needs as a trader.. Xtend screenshot.. Organize a personalized list of investments to watch, set up your market-triggered alerts, or get a statistical breakdown of how your strategies are performing.. Watch Lists screenshot.. See all of our powerful trading tools >.. Please see the.. disclosures page.. for additional information regarding this section..

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  • Title: Get the Best Online Trading Value with optionsXpress
    Descriptive info: screenshot.. About Us - Pricing Commissions.. No Hidden Fees.. No Broker Assistance Fees.. Why optionsXpress.. Barron's 4+ stars.. 2002-2011.. Rated Best for Costs by.. Kiplinger's.. 2.. Free streaming quotes.. No account Minimums.. No platform fees.. No broker assistance fees.. $1.. 25.. Per Contract.. $12.. 95 Minimum.. 4.. See Details.. $9.. 95.. Minimum Order.. $0.. 01 per share.. $6.. 99.. As Low as $2.. *.. $5.. 00 per Bond.. Ask us about account transfers.. Active Trader Rate.. Standard Rate.. 1-10 Contracts.. 95 Flat.. $14.. 10 + Contracts.. 25 / contract.. 50 / contract.. Spreads, Straddles.. Combos.. 6.. 2-10 Contracts.. Margin.. 7.. Rates.. $0 - $49,999.. 8.. 25%.. $50,000 - $99,999.. $100,000 - $249,999.. 00%.. $250,000 - $499,999.. 75%.. $500,000- $999,999.. 50%.. $1,000,000 +.. View Standard Fees.. |.. View All Disclosures.. 1-1,000 Shares.. 1,001 + Shares.. 0–8 Trades/Quarter.. 015/share.. 9+ Trades/Quarter.. 01 / share.. 5.. 1-40  ...   $25.. Bounced Checks.. Returned Wires.. n/a.. Wire - Outbound.. 00.. Full Outgoing Account Transfers.. $75.. Partial Outgoing Account Transfers.. $50.. Security Registration (special rush).. $200.. Security Registration (special rush):.. Other Fees.. Exercise or Assignment.. 95 Each.. Partial Fills.. Physical Stock Certificates Issuance.. $500.. DWAC.. 00 per request.. Registered Account or TFSA Account Termination.. We may pass-through, or request fees for manual, complex or risk-involved services like foreign securities custody, Rule 144 sales, special investment products, free stock transfers, COD transactions, and other institutional or non-automated services.. Cashiering services such as overnight delivery, returned checks, returned ACH transactions, and stop payments may also incur fees.. Additionally, we pass on regulatory levies on the sales of equity transactions at a current rate of $19.. 20 charged for every $1,000,000.. 00 in sales.. This fee is listed on your official trade confirmation if applicable.. †.. View Disclosures..

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  • Title: Xtend - Downloadable Trading Software at optionsXpress
    Descriptive info: Tools Research Xtend.. Our sleek downloadable trading software is designed to give active traders more control over every aspect of their trading experience.. From streaming quotes and one-click trading to innovative new features like drag-and-drop symbols, detailed trade views and ladder trading, Xtend is an easy-to-use trading software for today s fast-moving markets.. WHY ACTIVE TRADERS CHOOSE Xtend?..  ...   quickly react to market moves.. Test new strategies in virtual trade mode.. Customizable trading environment.. Fully integrated with news, research and analytical modules.. Note.. You will need an optionsXpress account to login.. Visit here to.. create an account.. Click on a thumbnail to view a larger image.. Download Xtend.. Download and install.. Adobe Air.. Click here.. to download Xtend..

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  • Title: Best in Options Trading, Stock Trading & Futures Trading at optionsXpress
    Descriptive info: Experience an Options Specialist..

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  • Title: About optionsXpress
    Descriptive info: HOME.. OPTIONSXPRESS.. About Us > OptionsXpress.. optionsXpress is now a subsidiary of The Charles Schwab Corporation.. Stock, Options, Futures.. Powerful, Easy-to-Use.. We believe options and futures trading tools should be powerful (like a professional demands) and easy-to-use (like an individual investor wants).. The team at optionsXpress studies traders and trading, developing many innovations over the years for customers, including the All-in-One Trade Ticket.. Learn more about The Charles Schwab Corporation.. Learn more about careers at The Charles Schwab Corporation.. More reasons to trade at optionsXpress.. View More Accolades..

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  • Title: Frequently Asked Questions | optionsXpress
    Descriptive info: About Us Frequently Asked Questions.. From funding your account to trading futures, we ve got your questions covered.. Find the answers you need here.. Services.. Opening Accounts.. Account Transfers.. Transfer Funds.. Learn more about our company and how we can assist you with all of your trading needs.. What is optionsXpress?.. Where are you physically located?.. How are accounts protected?.. How do I contact optionsXpress during business hours?.. What does a clearing agent do?.. optionsXpress is a pioneer in online stock, options and futures brokerage service to the self-directed investor.. We were founded by an experienced management team dedicated to providing investors with an innovative, leading-edge trading environment.. Back to top.. Our main office is at the following address:.. 311 West Monroe Street, Suite 1000.. Chicago, Illinois 60606.. optionsXpress Canada is a member of.. (CIPF), which protects cash and securities held for a customer (as Defined) up to $1,000,000 (Canadian Dollars).. Cash (free credit balance) is protected by CIPF only when held in an account for the purpose of investing or reinvesting in securities.. You may call us during U.. S.. market hours at (888) 280-0277.. You may also chat online with customer service or trading staff using our.. Live Help.. during U.. market hours.. A clearing agent is a separate financial company which administers certain back office functions on its behalf, including the preparation and handling of account statements, maintenance of and compliance with various books and records requirements, the disbursement of account funds and our custodian of customer assets.. Trade from your computer at home or on the go, and follow your securities in real-time.. Do you offer any trading advice?.. What trading products does optionsXpress offer?.. What types of educational services are available?.. Can I get streaming quotes?.. No.. Our accounts are for self-directed investors.. We employ brokers to assist you with technical questions, as well as other general questions relating to strategy and trading.. Additionally, our representatives may provide educational assistance, and FREE broker-assisted trades, but they do not provide any trading recommendations.. We offer trading in stocks, equity and index options,.. and bonds all in ONE account.. In addition to a full range of FREE curriculum-based tutorials and on-demand webinars, we also offer live webinars and occasional on-site workshops.. Yes.. optionsXpress customers have FREE access to unlimited tick-by-tick streaming real-time quotes for equities, options and futures.. Opening an account is easy.. Find out all you need to know before you begin.. Is there a minimum amount required to open an account?.. How do I transfer an account into optionsXpress?.. Why do I have to disclose personal information to open an optionsXpress account?.. What are the requirements when I provide a government photo ID?.. What is the difference between a cash account and a cash/option account?.. What level of options trading will a customer be approved for?.. If I open an account online, do I still need to send in paperwork?.. Can I fax or email my account paperwork?.. What types of accounts do you offer?.. When will an account be ready for trading?.. We have no minimum deposit required to open an account; however, the account must have enough buying power to pay for a trade before it is placed.. Please review your trading strategy and fund the account to the appropriate level.. Again, no minimum is required to open a cash account, but a $2,000 minimum is required to maintain a margin account.. An Account Transfer Form will need to be completed and returned to us with a copy of the most recent statement showing the title of the account, the account number, and an asset list.. A signed account transfer form is required for each account being transferred to us.. For more detailed information on transfers, please see the.. Account Transfer FAQ.. Due to regulatory requirements and Canada's efforts to fight terrorism and fraud, Canadian brokerages have been required to obtain, verify and record information about persons who open accounts and certain individuals related to them, including account signatories (in the case of entity accounts) and persons authorized to trade on behalf of accounts (.. LTAs.. ).. All three of the following requirements must be met when providing a photo ID:.. Valid non-expired government ID.. Evidencing nationality or residence.. And bearing a photograph or similar safeguard.. The Cash Account does not permit options trading.. The Cash/Options account will allow options trading, but only fully-paid-for options, like long calls or puts, cash secured puts, spreads, etc.. Clients will be authorized to trade options after being reviewed based on experience and financial background among other criteria.. Accounts will receive one of the following option trading levels:.. Trading Level Basic Definitions.. -1.. 0.. 3.. Trading Disabled.. Trading Stocks / Bonds / Mutual Funds.. Covered Call Writing / Short Stock Sales.. Buying Calls and Puts / Covered Put Writing.. Debit Spreads.. Credit Spreads / Equity Put Writing.. Naked Equity Call Writing / Naked Index Put Call Writing.. optionsXpress does not currently have a paper application.. The initial account process begins online and will prompt you to print out and sign the application at the end.. Please note that optionsXpress may request additional information, such as a photo ID, to set up your account.. On October 1st, 2003, new.. U.. government regulations.. came into effect requiring that we verify your identity.. Most of our account documents are accepted via fax.. Certain forms may require originals:.. Accounts General.. Account Overview (Account Application).. Account Transfer Forms (.. ACATs.. Non-ACAT Transfers.. Affidavit of Domicile.. Birth Certificate.. Death Certificate.. Divorce Decree.. Identification Cards (Photo IDs).. IRS W-8.. IRS W-9.. Letter of Instruction (LOI) Letter of Authorization (LOA).. Letters Testamentary.. Margin and/or Option Updates.. Marriage License.. Statements (for Account Transfers).. Business Entity Accounts.. Articles of Incorporation.. Corporate Resolution.. Treaty Statement.. Attestation.. Trust Agreement.. Trust Certification /.. ERISA.. RRSP/TFSA.. Cashiering.. Bank Statements.. Letter of Authorization.. Limited Power of Attorney (LTA) Full Power of Attorney (FPA).. Stock Power of Attorney.. Verification of Deposit.. The three main types of accounts available for trading at optionsXpress are cash accounts, margin accounts, and futures accounts.. An account is ready to trade when the account number and appropriate trading level has been assigned, and funds and/or assets have settled in the account.. Accounts are generally opened within one or two business days of our receipt of the signed new account application documentation.. It is important to note that while funds from an incoming bank wire, cashier s check, or bank draft check are made available the next business day after they ve been deposited, personal checks are subject to a three business day hold.. The cut-off for any deposit is 12:00 PM Eastern.. Transfer Funds FAQ.. for more information.. We offer quick and easy ways to transfer existing accounts to optionsXpress.. What is your account transfer process?.. How do I initiate a full account transfer from another firm to an optionsXpress account?.. What are your DTC/OCC numbers?.. How long will it take for an account transfer to start?.. How long will it take to transfer an account to optionsXpress?.. What can be done to help ensure a successful, quick transfer?.. How do I initiate a transfer with unlike account registrations?.. What types of assets cannot be transferred?.. Will dividend reinvestment transfer?.. What address for the delivering firm is needed on the transfer form?.. What does the statement have to show, and why is it needed?.. What if I m transferring from a firm that is/has recently underwent a conversion/merger?.. Will fractional shares move over and/or will they come over as a residual?.. Who should I contact regarding residual balances left behind at the delivering firm?.. Why did the account come over with a debit?.. How do I initiate a DTC transfer?.. How do I initiate a DRS transfer?.. Our account transfer process can be found.. here.. To initiate a full ACAT (Automated Customer Account Transfer) log in to the optionsXpress account you wish to receive the transfer and click on the.. Account.. tab, then.. In the.. Related Links.. box, click.. Account Transfer Application.. Simply complete the form then print, sign and send us the original documents along with a copy  ...   the following information via email to optionsXpress:.. Account title at delivering firm.. optionsXpress account number.. Delivering firm name and DTC number.. Name of security and Symbol/CUSIP to be received.. To initiate a DTC account transfer from optionsXpress to another firm.. Please fax or email the following information:.. optionsXpress account name and number.. Account title at receiving firm.. Account number of recipient.. Receiving firm name and DTC number.. A contact name and number at the receiving firm.. DRS.. The Direct Registration System (DRS) provides for electronic direct registration of securities in an investor s name on the books for the transfer agent or issuer, and allows shares to be transferred between a transfer agent and broker electronically.. To initiate a DRS transfer, you will need to provide us with the following information via fax or e-mail:.. The account number of your DRS account, which can be found on the DRS account statement sent to you by the transfer agent or company whose shares you own.. The security name and ticker Symbol/CUSIP to be delivered to your optionsXpress account.. The complete registration and Social Security number(s) (SSN) or Tax Identification Number (TIN) of your DRS account.. This is necessary only if it is not exactly the same as your account at optionsxpress.. For example, we would need to know if the names on a joint account were in different order.. The number of whole shares you wish to transfer.. This documentation should be signed and dated by all account holders.. And, for verification purposes, please send a copy of your latest statement for the account holding the shares.. Once the information above is received, the DRS process will take approximately 3 5 business days.. Please note:.. Only shares labeled DRS shares, Direct Registration shares, book entry or a similar label can be transferred via DRS.. Shares labeled Dividend Reinvestment, DRIP, or Restricted generally cannot be transferred via DRS.. You will need to contact the agent or company to find out if any of those shares are eligible to be moved into the DRS account.. Certificated shares are shares for which you have an actual certificate in your possession and this method of transferring would not apply to those.. Fractional shares cannot be delivered via DRS.. If your remaining account balance is less than a full share, you may need to contact the transfer agent or company and ask for the fraction to be liquidated and the cash proceeds mailed to you.. Often, that will be done for you automatically.. Please be aware that many transfer agents charge a reject fee if provided information that does not correctly and exactly match their records.. Important: If you have provided us with incorrect information, these fees may be passed along to you.. We offer quick and easy ways to deposit or withdraw funds from your account.. How do I deposit checks into an account at optionsXpress?.. How do I do a wire transfer into an account?.. How do I set up CAD$ Bill Pay?.. How do I deposit a security certificate into an account?.. How do I withdraw or transfer funds from an account?.. Note:.. All initial account deposits must be made by personal check.. We accept personal and cashier's checks made payable to optionsXpress, Inc.. only.. Please note that we do.. NOT.. accept certain forms of deposits including (but not limited to) credit card or line-of-credit checks, starter checks, traveler's checks, money orders or bank drafts, or third-party deposits such as United States Treasury Tax Refund checks.. Checks may be payable.. ONLY.. in USD$ or CAD currency.. Please note that checks deposited in CAD currency will take approximately 6-8 business days from day of receipt for funds to reflect in your account.. Certified USD$ funds will be available next day.. Personal checks in USD$ are normally available in 2-3 business days.. However, deposits may be held up to 11 business days depending on various circumstances.. The name on the check to be deposited must match the registration on the optionsXpress account.. We do.. accept third party deposits (i.. e.. We do not accept checks payable to optionsXpress from non-account holders or checks where a recipient makes an endorsement over to optionsXpress).. Please make sure the account name and optionsXpress account number are printed on each check.. If your check is for a new account, please attach your signed Account Application and any applicable supporting documents.. If you already have an account number,.. Printable Deposits Slips.. are available (login required).. Once the check is received by optionsXpress, an e-mail confirmation will be sent with deposit details.. Check deposit mailing address:.. Attn: Cashiering.. Chicago, IL 60690-2197.. Delivery by courier service which requires signature or delivery confirmation:.. General Instructions.. Please note before wiring funds, a new account application must be received, processed, and an account number assigned.. accept third-party wires or wires from third-party money transfer services.. Wires must be generated from a financial institution at which you have an account where the registration matches to your optionsXpress account.. Funds must be in USD$ or CAD$ only.. Applicable instructions, depending on currency and country of initiation, are noted below.. Funding will generally be available same day after wire receipt.. Please note the wire instructions cannot be used for ACH transactions.. USD$ in U.. USD$ Instructions for those initiated within the U.. :.. Intermediary Bank Details.. JPMorgan Chase Bank, NA.. 270 Park Avenue.. New York, NY 10017.. ABA # 021000021.. Swift Code: CHASUS33.. Beneficiary Bank Details.. Royal Bank of Canada.. Toronto, Ontario.. SWIFTBIC: ROYCCAT2*.. Account #000014012084*.. Penson Financial Services Canada Inc.. *.. F/C/T [your name here].. A/C# [your 8 digit account number]*.. Reference: optionsXpress*.. * Required information for all wires.. USD$ Outside U.. USD$ Wire Instructions for those initiated outside the U.. CAD$ in Canada.. CAD$ Wire Instructions for those initiated within Canada:.. Institution #003*.. Transit #00001*.. Transit Address: 1 Place Ville Marie, Montreal, Quebec.. Account #1050111*.. F/C/T [your name here]*.. Please visit the online banking Web site of your financial institution and follow the instructions below:.. Log into the account you wish to use to make your transfer.. Select the Bill Pay option or add a payee option.. Select Penson Financial Services Canada Inc.. as the Payee and input your optionsXpress account number, eliminating the dash.. Choose the amount you wish to transfer to your optionsXpress account.. If your bank requires a Province Code, please use the code ON.. Note: You must enroll in CAD$ Bill Pay through your Canadian financial institution before you can transfer money to optionsXpress with Bill Pay.. If you are not enrolled in Bill Pay, contact your financial institution for instructions.. Third Party payments are not accepted via Bill Pay.. To mail a stock certificate for deposit into an account, follow the instructions below:.. Sign your name on the back of the certificate exactly as it is spelled on the front of the certificate.. All names listed on the certificate must endorse the back.. View sample stock certificate.. You will then need to appoint our clearing agent, Penson Financial Services Canada, Inc.. , as the attorney to transfer on the back of the certificate, where it states I do hereby irrevocably constitute and appoint __________ Attorney to transfer.. Write the optionsXpress account number under your endorsement.. For new accounts, please include your username.. Please note: everything else on the certificate should be left blank.. For added security, we recommend that you send your certificate(s) using a method that can be tracked (e.. g.. FedEx, UPS, Registered or Certified Mail).. Please mail your certificates to:.. You have several options when withdrawing or transferring funds from optionsXpress.. By Check.. You can request a check simply by logging into the account and clicking on the.. link under the.. tab.. From there you will see a link below "Withdraw from optionsXpress" where you can select to have a check mailed to the address of record.. By Wire Transfer.. A wire can be initiated by logging into the account and going to.. under the.. Clicking on the Wire link under "Withdraw from optionsXpress" will lead you to the Wire Requests form.. All required information will need to be completed..

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