01
Securities primer
Concepts
What the field names in a trade actually mean. Read first if you're new to brokerage post-trade flow.
- What is a trade?
- How the 10 OMS gates work
- Settlement, T+1, holidays
- CUSIP, ISIN, symbol-of-record
- Reg SHO + locates
- PDT + cash-account day-trading
- Reg T + margin calls