A checklist is a type of informational job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the "to do list." Use this checklist to help you make stock selection, Strike price selection, and expirations date selection.
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How to add options trading
Understand the steps necessary for options trading approval.
5 steps to develop an options trading plan
Use this roadmap to help build your knowledge, discover powerful tools and clearly know your next action.
Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.