Welcome to the QuoTrek New User Orientation. This resource is designed to help all new users quickly get up to speed with installing and using our robust and mobile QuoTrek application.

General

Registration
New subscribers can try QuoTrek with a risk-free, 30-day trial.

1. New users with no active eSignal products, please sign up for QuoTrek.
2. QuoTrek is available as an add-on service to existing eSignal subscribers. Call us or log onto Account Maintenance to add QuoTrek to your account. If you have eSignal and QuoTrek on the same product, please be advised that simultaneous use of these programs is not permitted. If you wish to use eSignal and QuoTrek at the same time, you must subscribe to the stand-alone versions of these products. Additionally, delayed data is currently not available for QuoTrek.

Compatibility
Before installing QuoTrek, please review our list of compatible devices. QuoTrek is compatible with all BlackBerry handheld devices with RIM OS 4.0 or higher, as well as most mobile devices with a Java JVM that is CLDC 1.1 or higher and MIDP 2.0 or higher installed. Carriers introduce new mobile devices quite regularly. While we continually work toward making QuoTrek compatible with as many devices as possible, it's likely some units may not be fully functional with QuoTrek. We offer a 30-day trial for testing. Additional compatibility information is available here.

Installing QuoTrek
To install QuoTrek, enter www.quote.mobi into the browser of your device. Go to the Downloads section and choose QuoTrek 3.0.14. When prompted, select "Download" to install the QuoTrek.

For additional reference, we have a QuoTrek video and additional documentation available here:

QuoTrek Video:

Play (Flash) (Duration: 4:30)
Play (Windows Media) (Duration: 4:30)

QuoTrek Installation Guide

BlackBerry WAP Parameters

Logging In
Once QuoTrek is installed, click the QuoTrek icon to log in. Please remember that the Username and Password are both case-sensitive. With version 3.0.14 and newer, there are 3 Connection Options to choose from. BES (Enterprise) is recommended for Corporate Enterprise users. Personal users can choose either BIS or TCP.

The differences between BIS and TCP are as follows:

• BIS uses IPPP (Internet Protocol Proxy Protocol), which is RIM's proprietary wireless protocol that transports data traffic to RIM's servers (in Canada), which acts as a proxy to the Internet.
• TCP uses WAP to TCP, where your carrier's gateway (wap.voicestream.com or wap.cingular or whatever your carrier is) translates the WAP data traffic into TCP.

Troubleshooting
We've created the following documents to help troubleshoot QuoTrek on the following devices:

BlackBerry Troubleshooting Guide
Pocket PC Troubleshooting Guide
Palm Troubleshooting Guide

Read more about how much bandwidth QuoTrek uses.

Account Maintenance
Manage your account online using Account Maintenance. Checking your billing or making changes to your account using this feature. Account Maintenance provides 24 / 7 access to your account information, as well as many other benefits:

• Add / delete services (exchanges, new services, etc.)
• Pay your bill
• Change passwords
• Restart an account
• View billing history
• Update credit card

For additional information on Account Maintenance, along with General Billing inquiries, please visit our Service FAQs.

Contact Us
To contact eSignal Technical Support or Customer Service, please visit our Contact Us page.

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Portfolio

You can track a list of symbols by entering them into the Portfolio. You can customize 5 separate portfolios with up 40 symbols in each (increased from 15 symbols). To add or remove a symbol, highlight a row in the portfolio, press the Menu Key and select "Edit Symbols".

Enter the new symbol; then press the "Menu" key and select "Insert" to add the new symbol to the portfolio.

The new symbol will be added to the row that was highlighted.

Edit a Column Heading
Press the "Menu" or "BlackBerry" key and select "Edit Columns".

This brings up a list of the existing columns and options under "Listing". Select "Listing" to bring up a list of more than 20 columns that can be added.

Select the column you would like to add; then press the "Menu" key and select "Save". You will see that the new column has been added to the portfolio. Use the trackball to scroll right to reveal additional columns.

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CHARTS

QuoTrek Charts
The ability to chart symbols in QuoTrek is one of the most popular features. From the portfolio, highlight a symbol; then press the "Menu" key and select "Charts".

Once the chart is open, there are several options available from the "Menu" key, such as changing the chart type (i.e., Line, Bar or Candlestick), as well as adding a study.

Add a Study
To add a study, press the "Menu" key and select "Studies".

This will bring up a list of studies that can be added to the chart. Select a study (in this case a MACD); then press the "Menu" key and select "Add MACD".

The study has been added to the lower portion of the chart.

Change Symbol
To change the symbol on the chart, press the "Menu" key and select "Change Symbol".

This brings you to the "Change Symbol" screen. Delete the existing symbol and type in the new symbol; then press the "Menu" ley and select "OK".

Change Interval
To change the interval on the chart, press the "Menu" key and select "Change Interval".

On the "Change Interval" screen, select from a list of intervals, including Intraday (1, 5, 60 minutes, etc.), Daily, Weekly and Monthly intervals. Once you’ve selected an interval, press the "Menu" key and select "OK".

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...and More

News
News from PR Newswire and Business Wire is included and other add-on news options are available. To access this feature, click the "Menu" key and select "News". The headlines will be sorted by time, along with a Service (Svc) column, to indicate the news source. Highlight the headline and select "News Story" from the "Menu" key to pull up the corresponding story.

Scroll Mode
The Scroll Mode displays the top issues in your portfolio on the right side of the screen. This mode will cycle through the symbols listed as new updates occur. To access Scroll Mode, press the "Menu" or "BlackBerry" key and then select "Scroll Mode".

Options
The Options Lookup feature enables you to look up the options contract and add it to your portfolio. From the "Menu" key, select "Options". Enter the symbol; then select "Search Options". Choose an expiration month and click "Continue". All the corresponding calls and puts for that option will be listed there and can be entered into the portfolio.