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Just2Trade+ Tutorials

Video Tutorials

How to Change your Password or Pin Number

Just2Trade+ Trading Platform: Adding Widgets

How to Place a Trade

Working with the Watchlist

How to Modify an Order


Text Instructions

Below are step-by-step text instructions on Just2Trade+ trading platform.

Change your password from the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Click on the “Settings” button.

The “Settings” button is located on the upper right hand corner of the trading screen.

5. Once you click on the “Settings” button, a pop-up window appears.

This pop-up window displays 4 tabs: Account, Trading, Security, Layout Settings.

6. Click on the “Account” tab.

You may now change your password.

7. In the first field, enter your old password.
8. In the second field, enter your new password.
9. In the third field, enter your new password again.

The new password must be at least 8 characters, and must be a combination of letters and numbers. At least one digit must be included in your password. At least one lowercase and one uppercase character must also be used.

10. Once you type your new password, click on the “Change” button.
11. Click “OK”.
Change your PIN from the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Click on the “Settings” button.

The “Settings” button is located on the upper right hand corner of the trading screen.

5. Once you click on the “Settings” button, a pop-up window appears.

This pop-up window displays 4 tabs: Account, Trading, Security, Layout Settings.

6. Click on the “Security” tab.

This section allows you to change your unique image, personal phrase and pin number. If this is the first time you are changing your pin number, you must also select an image and phrase in order to proceed.

7. To choose a new image, click on the box with the X.

Select an image that may help you remember your account information.

8. Next, enter a personal phrase.

This is also designed to help you remember your account information.

9. To change your pin number, click on the digits on the pin pad.

If you want to start over, click on the “clear” button.
If you want to rearrange the digits on the pin pad, click on the button with the two arrows.

10. Once you are done changing your Pin number, click “OK”.
Add widgets on the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Click on the “Edit Layout” button. 5. Click on the “Add Widgets” button.

Select any of the following from the drop down list: • Account Info • ACH Requests • Basket Order Trade Ticket • Group Management • Market Depth • News • Option Chain • Option Ticket • Orders • Positions • Statements and Confirms • Stock Info • Tech Analysis Chart • Trade Ticket • User Management • Watch List

6. Click “Save Layout”.
Remove widgets from the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Click on the “Edit Layout” button. 5. Click on the “X” located on the upper-right hand corner of the widget you wish to remove 6. Click “Save Layout”
Available Widgets
1. Account Value Widget
View your:
• Total Account Value
• Total Cash Balance
• Position Market Value
• Long Market Value
• Short Market Value
• Buying Power for Marginable and Non Marginable Securities
• Margin Equity Percentage
2. ACH requests Widget
Visit your Cabinet in order to deposit or withdraw funds via ACH.
3. Basket Order Trade Ticket Widget
Buy or sell a group of securities as a single unit.
4. Market Depth Widget
Use Market Depth to view indications of liquidity and depth of a particular security. Available for $7.99 per month. Subscribe from your Cabinet.
5. News Widget
View recent news articles on particular stocks
6. Option Chain Widget
Available for options account holders only. View a listing of all put and call option strike prices, along with their premiums for a given maturity period.
7. Option Ticket Widget
Available for options account holders only. This widget allows you to place a one leg option trade.
8. Orders Widget
Review all of your orders, including pending and cancelled orders. Filter your view by selecting different order statuses and order types.
9. Positions Widget
View your current holdings and market performance. This data can be exported and saved as a PDF or CSV file.
10. Statements & Confirms Widget
Visit your Cabinet in order to access statements and confirms.
11. Stock Info Widget
View detailed stock information on symbols of your choice.
12. Adding Widgets
Click on the “Edit Layout” button. Next, click on the “Add Widget” button and select the widget(s) of your choice to appear on your trading screen.
13. Removing Widgets
Click on the “Edit Layout” button. Next, click on the “X” located on the upper right hand corner of the widget that you wish to remove.
14. Save
Click on the “Save Layout” button to save your work.
How to place a trade from the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Locate the Trade Ticket.
5. Type in your symbol.
6. Select your desired symbol from the drop-down menu.
7. Enter your share amount.
8. Select your destination.

Choose from:
- AUTO
- ARCA
- NASDAQ

9. Select your order type.

Choose from:
- Market
- Limit
- Stop
- Stop Limit
- Market On Close
- Limit On Close

10. Select your duration.

Choose from:
- Day
- GTC (Good Until Cancelled)
- Day + (For pre or post market trading)

11. Place your order to buy or sell.

To buy, click on the green Buy button.
To sell, click on the red Sell button.

12. Verify your order.

Click on the Place button to enter your order.
Click on the Cancel button to cancel your order.

13. View your order status from the Orders widget
How to modify an order in the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Locate the Orders widget.
5. Locate the Replace column inside of the Orders widget.
6. If you do not see the Replace column, add it from Manage Columns.

The Manage Columns button is the small circular button located in the Symbol column.

7. Click on the Manage Columns button.
8. Select Replace from the drop-down menu.
9. Click the blue Submit button.

The Replace column will now appear in your Orders widget.

10. Locate the order that you want to modify.
11. Click on the blue button in the Replace column.

A trade ticket will appear.
Modify your order accordingly.

12. Click on the Verify button.
13. Click on the OK button.
How to cancel an order from the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Locate the Orders widget.
5. Locate the Cancel column inside of the Orders widget.
6. If you do not see the Cancel column, add it from Manage Columns.

The Manage Columns button is the small circular button located in the Symbol column.

7. Click on the Manage Columns button.
8. Select Cancel from the drop-down menu.
9. Click the blue Submit button.

The Cancel column will now appear in your Orders widget.

10. Locate the order that you want to cancel.
11. Click on the x button in the Cancel column.

A pop-up will appear.

12. Click on the Cancel Order button.
13. Click on the OK button.
How to create a new watchlist in the Just2Trade + trading platform.
1. Visit the Just2Trade + platform.
2. Enter your User ID and password. Сlick on “Log On”.
3. Enter your Login PIN and click “Submit”.

Your trading platform will now open.

4. Locate the Watchlist widget.
5. Click on the + button.
6. Enter the name of your new watchlist.
7. Click on the Create button.

Your new watchlist will appear.
To maneuver between different watchlists, click on the drop-down menu.

How to add symbols to your watchlist.
8. Type in your symbol.
9. Select your desired symbol from the drop-down menu.
How to remove symbols from your watchlist.
10. Click on the x button from the Delete column.
11. If you do not see the Delete column, add it from Manage Columns.

The Manage Columns button is the small circular button located in the Symbol column.

12. Click on the Manage Columns button.
13. Select Delete from the drop-down menu.

The Delete column will now appear in your Watchlist.

How to remove your watchlist
14. Choose the watchlist you wish to remove from the drop-down menu.
15. Click on the Delete button.
Get started with trading by funding your account.
The minimum required to begin trading is $2,500.
Fund your account through a wire transfer, ACH transfer or ACAT Transfer.


Wire Transfers
Available for international and domestic clients.
Log into your Cabinet.
Click My Accounts.
Click Cash Activities.
Click Funding.
Select Wire Transfer.
Just2Trade wire details will be displayed.
Log into your online bank & complete a wire transfer request using the Just2Trade wire details from your Cabinet.
On the wire transfer request, input your 8 digit Just2Trade account number and account name.
U.S. clients - your wire will process in approximately 24 hours.
International clients - your wire will process in approximately 24 – 72 hours.


ACH Transfers
Available for U.S. clients only.
Log into your Cabinet.
Click My Accounts.
Click Cash Activities.
Select ACH Free domestic bank transfer.
Click Add Linked Account.
Select your bank from the pop-up window.
Enter your bank account credentials.
Complete the ACH Form accordingly.
Click Send Link.
New ACH relationships take approximately 5 business days to establish.


ACAT Transfers
ACAT transfers are also known as Account Transfers.
Log into your Cabinet.
Click My Accounts.
Click Cash Activities.
Select ACAT Transfer.
Complete the ACAT form.
Click Add.
Account transfers generally take 5-7 business days to process.
Pre Market: 7:05 a.m. – 9:30 a.m. EST.
Post Market: 4:00 p.m. – 8:00 p.m. EST.
1. Enter the J2T+ trading platform.
2. Locate the Trade Ticket.
3. Type in your symbol.

Select the symbol from the drop-down menu.

4. Enter the quantity of shares.
5. Destination: choose ARCA or NASDAQ.
6. Select your order type.

Market orders are not supported during extended hours

. 7. Duration: choose Day+.
8. Click Buy or Sell .

A commission surcharge of $0.003 per share is applied to orders executed on the ECN during extended hours trading.


Market Order
An order to buy or sell a stock at the next available price.
Effective for same-day orders.

Limit Order
An order to buy or sell a security at a specified price or better.
A buy limit order is executed at the limit price or lower.
A sell limit order is executed at the limit price or higher.

Stop Order
An order to buy or sell a security when a specified price is reached.
Once the specified price is reached, the order becomes a market order.
A buy stop order is placed above the current market price.
A sell stop order is placed below the current market price.

Stop Limit Order
A combination of a stop order and a limit order.
Once the specified stop price is reached, the order becomes a limit order to buy or sell at the specified limit price or better.

GTC Order (Good Until Cancelled Order)
An order to buy or sell a security that remains in force until the order executes, expires or cancels.

Displaying or hiding your marquee
Enter the J2T+ trading platform.
Click on Settings.
Click on Layout Settings.
Display your marquee by checking the box. Or hide your marquee by un-checking the box.
Click OK at the bottom of the menu.

Adding or removing symbols in your marquee
Your marquee displays symbols from your Watchlist.
Add symbols in the Symbol field.
Remove symbols by clicking the x in the Delete column next to the corresponding symbol.
Your marquee will update accordingly.

Trading from your marquee
Click on the symbol in the marquee that you would like to trade.
A trade ticket appears.
Hover your mouse over a symbol on your marquee for additional details.
1. Enter the J2T+ trading platform.
2. Click on Settings.
3. Click on Layout Settings.
4. Select your desired color scheme.
5. Click OK.

What are options?
Options are contracts that give the buyer the right, but not the obligation, to buy or sell a security or other underlying instrument at a specified price over a fixed period of time.
The specified price is fixed, and is referred to as the Strike price.
Option contracts have expiration dates.
When an option expires, it no longer has any value and no longer exists.
While options may be used to manage risk, there are significant risks involved, including the risk that you may lose more than you invest.

Buying and Selling
An option can be in the form of a call or put.
If you buy a call, you have the right, but not the obligation, to buy a security at the strike price on or before expiration.
If you buy a put, you have the right, but not the obligation, to sell a security at the strike price on or before expiration.
Buying a call or buying a put involves paying a premium to the seller.
If you sell a call, you have the obligation to sell the security, if you are assigned.
If you sell a put, you have the obligation to buy the security, if you are assigned.

Leverage & Risk
Options can provide leverage. With higher leverage comes higher risk, which may magnify your losses.
What are some of the risks involved in option trading?
Buying an option contract may risk you losing the entire amount paid for the option in a short period of time, since they are expiring assets.
Selling an option contract may forgo your opportunity to benefit from an increase in the value of the underlying security, but continues to bear the risk of a drop in the value of the security.
Sellers of uncovered or naked options may expose themselves to significant risk, since they do not own the underlying security.

Prior to engaging in option trading, examine the Option Supplement.
Carefully review the Option Risk Disclosure Statement & Agreement.
Carefully read the Characteristic and Risks of Standardized Options booklet from the Options Clearing Corporation

Is there a minimum account value that must be maintained?
The minimum account value varies depending on your option level.

What further information is available about option trading?
Please refer to FINRA’s Investor Guide on option trading.

What is margin trading?
Margin trading allows you to borrow money from your brokerage firm to purchase securities.
The securities you purchase are the firm’s collateral for your loan.
Margin may be used to leverage investments and increase purchasing power. Trading on margin involves increased risk.

What are some of the risks involved?
You may lose more funds than deposited.
The sale of your securities can be forced by the firm without notification.
You are not entitled to choose which securities or assets will be sold to meet a margin call.
Granting extension of time on a margin call is not mandatory by the firm.
“House” maintenance margin requirements may be increased at any time without advance notification.

Prior to engaging in margin trading, examine the Margin Supplement.
Carefully review the Margin Risk Disclosure Statement & Agreement.

How does Just2Trade calculate the margin interest rate?
Margin interest is charged monthly, but calculated on a daily basis for a 360 day calendar year. The daily cost is based on the debit balance carried overnight.
Calculate your daily cost by multiplying the amount you have borrowed by the current interest rate, divided by 360.
(Amount Borrowed) x (Current Interest Rate) / 360 = Daily Cost
For a list of interest rates, visit: just2trade.com/page/vision-margin-rates/.

Is it possible to trade in cash within a margin account?
While all trades in a margin account are placed and remain in a margin account type, you may limit yourself to only using the cash balance in your account.
A margin account type does not mandate that you borrow with each purchase transaction that you make.
You are only borrowing when your purchases exceed your total cash.

Is there a minimum account value that must be maintained?
All accounts at Just2Trade, including margin accounts, must maintain a total equity of $2,500, which includes cash and/or positions.
House calls will be issued to margin account holders who fall below $2,000 total equity.
Some accounts require higher minimums, such as day trading accounts – which must maintain a minimum $25,000 equity.

What further information is available about day trading?
Please refer to FINRA’s Investor Guide on margin trading.

We are committed to providing you with the highest level of customer satisfaction possible. For any questions or comments, please call our toll-free number: 1-855-274-4934 or send an email to: support@just2trade.com.

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