Order Instructions and Settings

How do I place a trade?

You can place a trade through the Webull mobile app, desktop application, or website. The process differs depending on whether you're trading from an existing position or opening a new one.

Mobile App:

Existing position

1. Tap Account (bottom center) to select your account.

2. Below My Positions, tap the security you'd like to trade.

3. Select your desired order type, then complete the required fields.

4. Confirm

New position

1. Markets, Watchlists, or Feeds

2. Tap the magnifying glass icon (top right) to search for a security.

3. Tap a security, then Trade.

4. Select your desired order type, then complete the required fields.

5. Confirm

Desktop App:

Existing position

1. Hover over the icons on the left and click Account (if hidden, click on More).

2. My Positions

3. Right click on the security you'd like to trade, then Create New Order.

4. Select your desired order type, then complete the required fields.

5. Place Order

New position

1. Use the search bar (top right) to search for a security.

2. Right click on the chart ➝ Create New Order

3. Select your desired order type, then complete the required fields.

4. Place Order

Website:

Existing position

1. Click the WebTrade tab (top left).

2. Hover over the icons on the left and click Account (if hidden, click on More).

3. My Positions

4. Right click on the security you'd like to trade, then Create New Order.

5. Select your desired order type, then complete the required fields.

6. Confirm

New position

1. Click the WebTrade tab (top left).

2. Use the search bar (top right) to search for a security.

3. Right click on the chart ➝ New Order

4. Select your desired order type, then complete the required fields.

5. Confirm

How do I cancel or modify my order?

You can cancel or modify an open order through the Webull mobile app, desktop application, or website.

Mobile App:

1. Tap Account (bottom center) to select your account.

2. Orders ➝ Open Orders

3. Tap the open order you'd like to cancel or modify.

4. Cancel Order or Modify Order

To cancel all open orders simultaneously, tap the trash icon then confirm. This feature is only available for stock orders.

Desktop App:

1. Hover over the icons on the left and click Account (if hidden, click on More).

2. Orders ➝ Working

3. Right click on the open order you want to cancel or modify.

4. Cancel Order or Modify Order

Website:

1. Click the WebTrade tab (top left).

2. Hover over the icons on the left and click Account (if hidden, click on More).

3. Today's Orders ➝ Working Orders

4. Right click on the open order you want to cancel or modify.

5. Cancel Order or Modify Order

Where do I see or download my order history?

You can view or download your order history through the Webull mobile app, desktop application, or website.

Mobile App:

1. Tap Account (bottom center) to select your account.

2. History ➝ Orders Records

3. Tap the download icon (top right).

Desktop App:

1. Hover over the icons on the left and click Account (if hidden, click on More).

2. Click on Orders, then click on the icon to the right (3 horizontal lines).

3. Export Orders

Website:

1. Click the WebTrade tab (top left).

2. Hover over the icons on the left and click Account (if hidden, click on More).

3. Order History ➝ Export

How do I turn off order confirmations?

You can turn off order confirmations through the Webull mobile app, desktop application, or website. Once disabled, your orders will be submitted without an additional confirmation step.

Mobile App:

1. Markets, Watchlists, or Feeds

2. Tap the magnifying glass icon (top right) to search for a security.

3. Tap a security, then Trade.

4. Click the Trading Settings icon (top right), then turn off Show Order Confirmation.

Desktop App:

1. Hover over the icons on the left and click Settings.

2. Click Trade, then turn off Show Order Confirmation.

Website:

1. Click the WebTrade tab (top left).

2. Hover over the icons on the left and click Settings.

3. Click Trade, then turn off Show Order Confirmation