Tag Archives: email

How to Set Up Market Alerts for CIBC Investor’s Edge Self-Directed Accounts

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You can set Market Alerts for your CIBC Investor’s Edge self-directed account to send you reports on the most active stocks by percentage; the stocks reaching new 52-week highs or lows; the stocks with the largest changes in trading volume and more. These reports can be sent daily at one of three specified times. The Alerts are sent by email.

Here’s how to set up your desired Market Alerts.

Sign in to your CIBC Investor’s Edge Account.

From the menu on the left side of the screen, select Quotes and Research, then My Alerts.

Setting the Preferences for your Investor’s Edge Alerts

Before you can complete any details about the types of Alerts you wish to receive, you must complete the Preferences section.

  1. In the Email Address 1: text field, type the email address at which you wish to have Alerts delivered.
  2. Check the examples of the two message formats by clicking on the Example link beside the HTML and Text format choices. Unfortunately, the two alerts are not for the same type of message, which makes it a bit difficult to see some of the differences.
    After deciding on the desired format for Alerts, click on the appropriate radio button beside HTML or Text.
  3. In the Email Address 2: text field, type a second email address, if desired. It is not required.
  4. Click on the desired Format for Alerts by selecting the radio button beside HTML or Text.
  5. In the Wireless address: field, type the address at which you wish to receive SMS text messages, if desired. It is not required.
    Please note the warning from CIBC that a single alert might result in multiple text messages which might result in multiple charges from your wireless service provider. Please fully explore the costs of text messages before signing up for Alerts on your handheld device.
  6. If you do not wish to receive Alerts during an interval of one or more days, you can set a Vacation Stop. First click on the Suspend From box to select it, then from the appropriate dropdown lists, select the month, day and year for the first and last day of the interval for which you do not wish to receive Alerts.
  7. Review the Alerts Agreement by clicking on the Link in the Please Note section. (At the time of writing, this was a broken link!)
  8. Check your selections. If they are correct, click on the Save button.

There are 6 other tabs in the My Alerts section: Overview; Markets; Stocks; Watch List: Analyst Reports; and Alert History.

The Overview section summarizes which Alerts you have set, and links you to the Markets, Stocks, Watch List and Analyst Reports tabs.

To Set Market Alerts for your CIBC Investor’s Edge Account

On the My Alerts page, click on the Markets tab.

First, you must select from which stock exchange you wish to receive Market Alerts.
From the drop-down list, select: TSX; TSX Venture; NYSE; NASDAQ; AMEX.

Select from the following list of choices for that Exchange.

  • Daily list of most active stocks, Percentage [gainers; losers; gainers and losers] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of new 52-week highs/lows, New 52-week [Highs; Lows; Highs and Lows] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of volume changes, Stocks with the largest [increases; decreases; increases or decreases] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of gaps, stocks that opened at least 1% [Higher; lower; higher or lower] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of breakouts, stocks whose [Low Price is Above Yesterday’s High; High Price was Below Yesterday’s Low; Low/High Price is Above/Below Yesterday’s High/Low] to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]
  • Daily list of stock splits to be sent at [Market Open 10-11 EST; Midday 12-1 EST; After Market Close 4-5 EST]

Review your selections and when they are correct, click on the Save button.

Once you have set a Market Alert It will be listed on the Overview tab page. To Edit or Delete it, you can click on the appropriate link on the Overview page.

Further Information

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How to Set a Stock Alert for a BMO InvestorLine Self-Directed Account Including Price Alerts

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If you have a self-directed investing account with BMO InvestorLine you can set Alerts for a variety of conditions. An Alert is an email message. You can be notified when the price of a stock rises or falls past a certain point. You can be notified with the PSAR signals a reversal of trend. You can receive news updates about dividend announcements and Reuters reports. In fact there are more than 18 selections and many of those have sub-selections.

You can also set Market Alerts. For more information see How to Set a Market Alert for a BMO InvestorLine Self-Directed Account.

Here’s how to set a Stock Alert.

Sign in to your BMO InvestorLine account.

Setup the General Settings for your Email Stock Price Alerts from BMO InvestorLine

  1. Click on the Quotes & Tools tab near the top of the screen.
  2. Select Alerts. By default the Stock Alert tab is usually selected; However, if necessary, click on the Stock Alert tab.
  3. In the Email text field, type the email address where the alerts should be delivered. Remember some places of employment do not allow personal use of a work email address. You may wish to use a personal email account. Don’t lose your job for tracking whether Facebook has done a total face plant.
  4. Review the samples of what the Alert will look like in HTML, Text and Abbreviated text formats by clicking on the word Sample next to a selection.
    Once you have decided which format of Alert you wish to receive, click on the appropriate radio button to select it. (For example, I clicked on Text to select the Text email format.)
  5. If you do not wish to receive alerts after regular trading hours, for instance in the middle of the night, you can set a period of time during which no alerts will be sent. You cannot use this function to turn off alerts between 9 a.m. and 5 p.m. ET on business days.
  6. If you wish to keep all of your alerts set up, but you wish to stop receiving alerts for 1 or more days, you can set a Vacation Hold on your alerts.
    For example, if you do not wish to receive any alerts on Tuesday February 12 or Wednesday February 13 because you will be in an important meeting, you can select February from the respective From and To drop down menus, 12 and 13 from the respective drop down menus and 2013 from the respective dropdown menus. Regular alerts will resume on Thursday February 14.
  7. Review your selections. If they are correct, click on the Save button.
  8. You will receive a message at that email address confirming you have set it to receive Alert email messages.

Set a Specific Email Stock Price Alert for an Investment with BMO InvestorLine

Setting a Stock Alert from the Quotes view

Next, you need to set for which stocks you wish to receive price alerts.

  1. From the Quotes & Tools tab, select Quotes.
  2. Enter the symbol name and click Go.
  3. Under the name of the investment, click on the Add Alert button.
    Note: if you have not set up the General Settings, the first time you try to set an Alert, it will take you to the screen with the steps described above.
  4. In the Create a new alert for: text field, type the symbol or company name of the stock you wish to track. As you type a company’s name, it will prompt you with suggestions you can click on to select.
  5. When you select a stock, it will bring up a new panel listing the last trade, today’s change, the 52-week range and the average daily share volume.
    You are given a variety of choices. You select the ones for which you wish to receive an alert.
    Click on the box to select a given choice, then fill in any appropriate fields, marked here with a ***.

From the Price Alert Triggers
Select any of the following items:

  • Price rises above $ *** CAD or drops below $ *** CAD
    If you select this option, you can also type in a short personal note to be delivered with the Alert. For example, you can add a note about what you paid for a stock.
  • Changes $ *** CAD from prior close
  • Changes [select 2.5, 5, 10 or 20%] from prior close
  • Reaches a new 52-week [select high, low, or either]
  • Crosses its [select 15; 30; 60 day; or any of 3 ] moving average
  • Changes [2.5; 5; 10; 20%] faster than the [S&P 500; DJIA; NASDAQ; S&P TSX Comp] [since previous: day’s close; week’s close; 2 week’s close]
  • Trading volume exceeds daily average by [50; 100; 150; 200%]
  • Breakout sets a new [high/low] for [1 week; 1 month; 3 months; 6 months; 1 year; 5 years]
  • Daily price close
  • End of week price summary

From the News & Research Alert Triggers
Select any of the following items:

  • Dividend announcement
  • Comtex Canadian corp news
  • Comtex Canadian newswire
  • Reuters news
  • S&P Capital IQ Stocks in the news
  • S&P Capital IQ EPS/Dividends ranking change
  • S&P Capital IQ rating change
  • S&P Capital IQ stock report

From the Technical Alerts Alert Triggers
Select any of the following items:

  • The [5; 10; 15; 20; 30; 50; 60; 90 day] simple moving average crosses [above/below] the [10; 15; 20; 30; 50; 60; 90; 200 day] simple moving average
  • [2 ; 5; 9; 14; 20 day] RSI crosses [above; below] [30; 50; 70]
  • PSAR signals a reversal of trend
  • Price is [above; below] the 20 day simple moving average
  • 14 day RSI [overbought; oversold]
  • Prices crosses [above; below][upper; lower] Bolinger Band Settings [10; 20; 50 day] period and [1.5; 1.8; 2] standard deviations
  1. Review your selections. If they are correct, to set the Alert click on the Save button.
  2. You will receive the message: Your alerts have been set.
  3. Click on the Close button to dismiss the message.

Setting a Stock Alert from the My Holdings Page.

You can also set an Alert from the My Holdings page.

Under the My Portfolio tab, click on My Holdings.
Look for your investment.
At the far right side of that line, click on the Action dropdown list. Select Alert.
Complete the Alert request and click Save.

Changing a Stock Alert for an InvestorLine Account

If you click on the set Alert button for an investment for which you already have an Alert set, it will open the Alert screen with your current settings. You can then change them.

You cannot have two alerts with different settings simultaneously.

You can also review all of your Alerts.
From the Quotes and Tools tab, click on Alerts.
All of your current Alerts will be displayed.
To review the details for a specific Alert, click on the name of the stock. A summary of your selection will appear below the stock’s name.
To change the details for a specific Alert, click on Edit.
To delete the specific Alert, click on Delete.

Related Reading

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