Create Custom Option page

Considerations

If you are unable to verify a valid option symbol when recording an option transaction, use this page to create a custom option. Once you select the option in step 6 on this page, the symbol is populated on the Record Transaction page.

Note: If the underlying security information is not recognized, you must enter both the Underlying Security Description and the Underlying CUSIP in step 6 on this page.

Below is an example of the Create Custom Option page. Click here to access the page where you can search for an existing option.