1
Charles Schwab Brokerage Account Setup
Open Charles Schwab Account
Click here to Open Charles Schwab Account
Fund Your Brokerage Account
Fund your account, we recommend starting at least with 25K so that you can start with Quality tickers, here is our ideal list for your reference
Disable Margin
We recommend CASH accounts, as margin accounts are very High risk. You may either do it online, or contact Charles Schwab to disable, they are 24/7 available
Enable Level-3 Options
Login to your Schwab account, click profile (right side top), select “Margin & Options” and select 3rd option “Spreads”, this will enable Quantum Trades to trade all option strategies for your account.
2
Quantum Trades Platform Registration
Select 6 Digit profile pin
This profile pin is used to login every time
3
Once registration is done, login & navigate to Add/Link Account Page & click LinkAccount button to connect.
Ticker Selection & Risk Settings
Click here to watch a video guide on ticker selection
Request QuantumGreeks admin to enable Autopilot
This is manual step to enable autopilot, below contacts can help on this.