Frequently Asked Questions

From funding your account to trading futures, we've got your
questions covered. Find the answers you need here.

Simply click on any of the questions to view the answer, or if you want to review the whole list, just scroll down the page.

About optionsXpress


What is optionsXpress?
optionsXpress is a pioneer in online stock, options and futures brokerage service to the self-directed investor. We were founded by an experienced management team dedicated to providing investors with an innovative, leading-edge trading environment.
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Where are you physically located?
Our main office is at:
311 W. Monroe Street, Suite 1000
Chicago, Illinois 60606
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How are accounts protected?
optionsXpress Canada is a member of the Canadian Investor Protection Fund (CIPF), which protects cash and securities held for a customer (as Defined) up to $1,000,000 (Canadian Dollars). Cash (free credit balance) is protected by CIPF only when held in an account for the purpose of investing or reinvesting in securities.
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What is a Test Drive?
The optionsXpress Test Drive is a FREE trial of our site that allows you to access our suite of investing tools and our educational resources for ten days.
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How do I contact optionsXpress during business hours?
You may call us during U.S. market hours at (888) 280-0277. You may also chat online with customer service or trading staff using our Live Help during U.S. market hours.
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What does a clearing agent do?
A clearing agent is a separate financial company which administers certain back office functions on its behalf, including the preparation and handling of account statements, maintenance of and compliance with various books and records requirements, the disbursement of account funds and our custodian of customer assets.
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Questions?
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