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
User/Customer Terms & Conditions

Accounts
Electronic Delivery Agreement
Privacy Statement
 Financial Services Guide (PDF)

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

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

Options
Characteristics and Risks of Standardized Options
Expiration Process and Risks
Option Related Risks
Options Product Disclosure Statement
Spread Trade Risk Information
Xspreads Information

Special Products
Penny Stock Disclosure

Clearing Agent Information
Clearing Relationship Letter

Trading
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
System Performance
System Requirements

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

Quotes
Data Use Agreement

Contracts for Difference
CFD Product Disclosure Statement (PDF)
CFD Financial Services Guide (PDF)
CFD Rates Schedule (PDF)
CFD Product Schedule (PDF)
CFD Website T&C's
Privacy Policy
Dispute Handling
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