You'll require to offer a potential broker: Investment goals. This might consist of earnings, growth, capital conservation or speculation. Trading experience. The broker will desire to know your knowledge of investing, how long you've been trading stocks or choices, the number of trades you make annually and the size of your trades.Have on hand your liquid net worth (or financial investments quickly offered for money), annual income, total net worth and work details. The types of options you desire to trade. Based on your answers, the broker generally assigns you an initial trading level (normally 1 to 4, though a 5th level is ending up being more typical) that is your key to putting particular kinds of options trades.