Invest / Options
Advanced strategies require a deeper understanding of risk.
Options can be used in a range of strategies, including hedging and generating market exposure. They are complex instruments and are not appropriate for every investor.
Why explore this investment?
Know the strategy before placing the trade
Options involve contract terms, expiration dates, price movements and potentially significant risk. Strategy knowledge should come before execution.
Strategic flexibility
Explore how options can be used within specific investment or risk-management strategies.
Time-sensitive instruments
Expiration and time decay can materially affect an option's value.
Complex risk profile
Certain strategies can involve substantial or potentially rapid losses.
A thoughtful approach
Take the time to understand what you own.
Every investment decision should be considered in the context of your financial goals, time horizon, risk tolerance and the role the investment may play in your broader portfolio.
Understand the mechanics
Learn how calls, puts, strikes, expiration and premiums work.
Match the strategy to an objective
Know why you are considering an options position and what outcome you are targeting.
Monitor risk carefully
Understand how changing market conditions can affect an open position.
Next step
Learn the fundamentals before exploring advanced strategies.
Explore more resources, review the risks and take the next step when you are comfortable with your decision.
Get StartedUse information and analysis to support your decision-making process.
Investment values can change and losses are possible.