Risks & Policies

The products and services offered by optionsXpress have risk and may not be warranted against loss.
We encourage you to carefully review the following information before you use our services.

Online account holders are responsible for understanding the systems, products and limitations of trading.

User/Customer Agreements
US Customers: User/Customer Terms & Conditions
International Customers: User/Customer Terms & Conditions

Accounts
Electronic Delivery Agreement
Privacy Statement
Trad/Roth/IRA Account information
Xecute® Special Notices

Single Stock Futures
Security Futures Terms and Conditions
Security Futures Risks Document

Margin
Day Trading Disclosure
Futures Day Trading Disclosure
Portfolio Margin Disclosure and Acknowledgement
Margin Disclosure Statement

Options
Characteristics and Risks of Standardized Options
Expiration Process and Risks
Spread Trade Risk Information
Xspreads Information

Special Products
Penny Stock Disclosure
Municipal Securities Disclosure Statement
Mutual Funds Breakpoint Disclosure

Trading
Advanced Orders
Disclosure with Respect to Order Flow
Skip Preview Risk Notice
Unique Risks of Stop Limit Orders
Account Linking Authorization
Extended Hours Trading
Execution Quality Comparison

Systems
Business Continuity Plan Statement
optionsXpress Toolbar Terms
System Performance
System Requirements

Commodity Futures
Futures Account Additional Risk Warning
Risk Disclosure Statement for Futures & Options (PDF)
Futures Account Agreement
How to Read Your Futures Statement
Electronic Services Supplement
Uniform Electronic Trading Disclosure
Futures Quotes Agreement
Optional Agreement (Arbitration)

Quotes
Data Use Agreement
Streaming Quotes Disclosure

columnCenterLarge_bottom2.jpg
rightColumn_edge.gif

Got five minutes? We've got an account with your name on it.
Open An Account

rightColumn_divider.gif

No Lemons Here!
Take a test drive and see what's included when you open an account.
Test-Drive Today

rightColumn_divider.gif
rightColumn_divider.gif

Questions?
Access live help or call us:
(888) 280-8020


rightColumn_edge.gif