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Rollover Options

Quickly see all of your sub-account’s options that are about to expire and roll them over to the next month's contract.

 

To roll over options

  1. Open the Rollover Options tool:

Advisors will see the Select Account dropdown that lists all of their Account Groups and individual sub-accounts.

To use the Roll Options tool

  1. Advisors Only: Select an Account Group, an individual sub-account, or All accounts.
  2. Choose whether you want to write calls on long stock positions, or write puts on short stock positions.
  3. Use the default description or modify any conditions on the options, and click Refresh.

The list of Options to Roll includes any option positions for the account(s) you selected and the roll-to option that meets the criteria specified.

  1. Click the pencil icon next to the option to open the Option Chains and select a different option to buy or sell.
  2. Review or change the order information and click Create Orders.
  3. Orders will display in the Orders panel; click Transmit All to submit.