Quickstart - Guide

1. Login to CK Locke Global

Once your account has been approved and funded, you'll be able to successfully log in to CK Locke Global.



To log in, double-click the CK Locke Global icon on your desktop.

2. Add Market Data



CK Locke Global supports direct-access trading for options, futures, forex, stocks, ETFs and bonds. It's easy to add market data to your trading window:
1. Click in a blank line, enter an underlying symbol and hit Enter.
2. Select an instrument type and hit Enter.
3. In the Contract Selection box, highlight the contract(s) you want to add and click OK.
Hint: Use the filters in the left pane to limit selections that are shown in the right pane.
4. Continue to add ticker lines to your trading window. Choose SMART as the routing destination to get best-price execution through SmartRouting^SM.


3. Submit An Order


Use a single mouse click to create an order directly below the ticker line for a contract.

• Click the Ask price of an asset to create a BUY order.
• Click the Bid price of an asset to create a SELL order.

To modify order parameters before you send the order, click in the field you want to change, and use the dropdown selection boxes (for Time in Force and Type) or type directly in the field.

To transmit the order, click the "T" in the Transmit field. To cancel an order, right-click on the order line and select "Cancel."

4. Monitor Account Activity



Click the Account icon on the Trading toolbar to open the Account window. This window shows real-time margin requirements, P&L, market values, equity balances and more for your account.

5. View Executions



Click the Trades icon on the Trading toolbar to open the real-time Executions window. This displays daily execution reports, including those completed during after-hours trading. For orders with multiple legs, or orders that execute portions at different prices or on different exchanges, click the "+" sign to the left of the execution line to see details.

6. Display or Hide Features





Once you're comfortable using CK Locke Global, you may want to change some of your configuration settings, add some advanced features, or hide features that you don't use. To configure features, on the Configure menu select Global Configuration. Use the left pane to navigate through CK Locke Global features, use the right pane to configure them.
To display or hide features, on the Configure menu select Feature Selector. Use the Expand key to the left of each category to see individual features. Those that are currently available are checked. To hide a feature, simply uncheck it. You can hide and display features at any time, and do not need to restart CK Locke Global.