Auto-Trade Manager Instructions

Online Access to AOS Auto-Trade Manager

  1. Go to www.aosbroker.com
  2. Click the green Log On Securities button in the upper right-hand corner of the screen.
  3. Please enter your username and password.
  4. Congratulations! You are now at the AOS Account Overview page.
  5. Under the tab titled Account you will see various account choices.
  6. Please click the link titled Auto-Trade Manager.
  7. For step-by-step assistance online you may click the link titled Auto-Trade Manager Instructions.
  8. To return to the Overview or go to a different area such as History or Positions, click on the links located under the Account tab.

Editing Active and Inactive Services - Numbers correspond to Pictures

  1. Select the Account you wish to view in the upper right hand drop down box.
  2. Editing a service
    1. To edit an Active Service click on the (2.1) Edit Settings button for the service you wish to update.
    2. To edit an Discontinued Service click on the (2.2) Edit Settings button for the service you wish to update.
  3. Select the Parameter: % of Account Value, Max $ Amount, or Max # of Contracts.
  4. Change the Per Trade Allocation; this value must correspond with your parameter selection.
  5. Click on the Update Settings button.


Adding a New Service - Numbers correspond to Pictures

  1. Select the Account you wish to view in the upper right hand drop-down box.
  2. Click on the Add New Service button.
  3. Select the Service that you wish AOS to Auto-Trade for you.
  4. Parameter section, select one of the following:
    • Max $ Amount
    • % of Account Value
    • Max # of Contracts

    Fill out the appropriate allocation as follows:

    Max $ Amount: Enter the amount that you wish AOS to Auto-Trade each time when recommendation comes through.
    Calculation: The number of contracts that we will buy if you select Max $ Amount allocation is going to be the $ Amount divided by the Recommended Limit Price, rounded down to the nearest whole contract.

    % of Account Value: Enter the percent value, a number between 1 and 100. For example if you wish to invest 5% = 5, 10% = 10, etc.
    Calculation: The % of Account Value is going to be converted into a dollar amount, based on previous day closing prices, rounded up to the nearest $100.00.

    Max # of Contacts: Enter the exact number of contracts or shares.
    Calculation: We will buy as many contracts or shares as you specified.

  5. Please enter the Per Trade Allocation value that corresponds to the Parameter you have selected.
  6. Click on Add Service button.


Discontinuing Auto-Trade - Numbers correspond to Pictures

  1. Select the Account you wish to view in the upper right hand drop-down box.
  2. Under the Active Services list, click on Edit Settings to select the service you want to Discontinue.
  3. Click the Discontinue Buys check box.
  4. Click on the Update Service button. Once you have successfully "Discontinued Buys" for an Active Service the service name and all of the formerly active settings will appear under the Discontinued Services area.


PLEASE NOTE: This setting will allow you to trade out of all currently open positions as recommended by the advisory service, but not participate in any new opening transactions. It is not necessary to reduce your parameters to zero in order to assure that you are no longer Auto-Trading a service. Check marking the Discontinue Buys box will take you off of Auto-Trade for any new recommendations on the specific service.

IMPORTANT MESSAGE: If you wish to trade out of your Auto-Trade position(s) on your own - you must call our trade desk at 1-800-591-8243 prior to placing a trade online or through a broker in order to avoid double selling the Auto-Trade position(s).