You'll need to provide a prospective broker: Financial investment goals. This might consist of earnings, development, capital preservation or speculation. Trading experience. The broker will would like to know your understanding of investing, for how long you have actually been trading stocks or alternatives, how numerous trades you make annually and the size of your trades.Have on hand your liquid net worth (or investments quickly cost money), yearly earnings, overall net worth and employment information. The kinds of options you desire to trade. Based upon your responses, the broker normally designates you an initial trading level (typically 1 to 4, though a fifth level is becoming more typical) that is your key to positioning certain types of choices trades.