Transferring rep lies to you Rep has solicited a trade prior to transferring Margin questions Client's 2nd call with the same question WLP Call Should've gone to ECS Transfer from another TSD Rep 'Strategy for choosing limit price' Client wants no risk, but all reward ATP navigation Client direct dial Client already knows what they want to do Client not near computer Adj options B2 Restriction Client needs to place a trade Unaware of VIX futures, only looks at spot "Repair" trade within .10 of max loss Taxation question International client Fidelity.com options strategy evaluator Client NW below $10k No options agreement Client wouldn't tell rep reason for transfer Consult/question from BC How to add indicators to charts Fixed income products Client wants to hedge but is bearish Wants feature we don't have Covered call more than 10% ITM Consult/question from RBC Client 'read a book' on options Elliot wave call Point & Figure charting Transferring rep lies to you Rep has solicited a trade prior to transferring Margin questions Client's 2nd call with the same question WLP Call Should've gone to ECS Transfer from another TSD Rep 'Strategy for choosing limit price' Client wants no risk, but all reward ATP navigation Client direct dial Client already knows what they want to do Client not near computer Adj options B2 Restriction Client needs to place a trade Unaware of VIX futures, only looks at spot "Repair" trade within .10 of max loss Taxation question International client Fidelity.com options strategy evaluator Client NW below $10k No options agreement Client wouldn't tell rep reason for transfer Consult/question from BC How to add indicators to charts Fixed income products Client wants to hedge but is bearish Wants feature we don't have Covered call more than 10% ITM Consult/question from RBC Client 'read a book' on options Elliot wave call Point & Figure charting
(Print)
Transferring rep lies to you
Rep has solicited a trade prior to transferring
Margin questions
Client's 2nd call with the same question
WLP Call
Should've gone to ECS
Transfer from another TSD Rep
'Strategy for choosing limit price'
Client wants no risk, but all reward
ATP navigation
Client direct dial
Client already knows what they want to do
Client not near computer
Adj options
B2 Restriction
Client needs to place a trade
Unaware of VIX futures, only looks at spot
"Repair" trade within .10 of max loss
Taxation question
International client
Fidelity.com options strategy evaluator
Client NW below $10k
No options agreement
Client wouldn't tell rep reason for transfer
Consult/question from BC
How to add indicators to charts
Fixed income products
Client wants to hedge but is bearish
Wants feature we don't have
Covered call more than 10% ITM
Consult/question from RBC
Client 'read a book' on options
Elliot wave call
Point & Figure charting
