eSignal 12 - Integrated Trading - TD Ameritrade

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eSignal 12 - Integrated Trading - Ameritrade

This article provides instructions on how to integrate Ameritrade with eSignal using the TDAmeritrade plug-in. 

Set-up requirements include:

1. An active subscription to eSignal.  
2. The latest version of eSignal. Click here to download and install eSignal.
3. An open and funded account with Ameritrade.
4. Intall the approperiate Ameritrade plug-in for the version of eSignal you're using.

Please follow the configuration instructons below to complete the set-up

configure the ameritrade connection
click trade and select broker manager

click the add icon (+ sign).

select amitrade from the broker dropdown list.

click ok to add ameritrade to the broker list.

ameritrade should now appear in the broker list on left.  click the connection tab, then click the connection settings.

the "connection settings" dialog has several fields, keep the default server settings unless broker quest that you change them.
enter your ameritrade username and password.
once this information has been entered click ok

once the configuration is complete click connect

once the amitrade plug-in establishes a connection, the icon will turn green and the message tab will also show "connected".

symbol mapping 
to solve the symbol differences between esignal and ameritrade we've implemented a symbol dictionary. the symbol dictionary will automatically associate a major number of the esignal symbols with those used by ameritrade however there will be times when an esignal symbol will need to be manually mapped to ameritrade. to manually map symbols do the following. 

on the dictionary & order defaults tab in the broker manager window click add.

enter the esignal symbol you would like mapped ibm and click lookup.

stock symbol mapping
in the symbol field enter the ibm symbol that will be mapped to esignal.

option symbol mapping
to map an option symbol enter the underlying symbol in the root field. enter the strike price strike field and select put/call from the list. click look up.
from the list that appears below select the option you want mapped to esignal symbol

click accept on the create symbol window.

the new symbol has now been added to your symbol dictionary, click close.

order defaults
pre-set order defaults allows users to assign things like quantity, and the type of order (ie market, limit or stop) in advanced. users can set defaults for an asset class such as stocks and futures.

to set the order default, select the dictionary & order defaults tab on the broker manager window (trade,  broker manager, dictionary & order defaults) highlight either the asset class or an individual symbol (ibm  is used for this example). click order default.

set the order default using the options available from the dropdown menus. now when this instrument is traded, the quantity and order type will be preset in the order ticket.

removing order defaults
to remove order defaults, select the asset class or individual symbol that has the order default set and click remove defaults.

order confirmation
the order ticket is considered the confirmation before a order is executed. if you would like to disable the confirmation prompt, click trade, then trade settings.

remove the check from the box for confirm orders before submitting.