Below is a list of Frequently Asked Questions. Please click on the question below that pertains to your topic of interest. If you can't find a matching question please email us at faq@optionetics.com.

Website

• I am already an Optionetics student and would like register to reattend another 2-day seminar for free.  How can I do this?
• How do I sign up for the free Optionetics weekly newsletter?
• How do I update my profile?
• How do I post on the discussion boards?
• How do I look up a stock or option quote?

Platinum

• When will I receive my Platinum username/password?
• How do I renew my Platinum subscription?
• How can I suspend my Platinum subscription?
• When will I get my Platinum user guide?
• How do I cancel my Platinum subscription?
• How do I get a Platinum free trial?

Publications

• I'm not receiving my weekly publications by email
• I'm located outside the US, why can't I receive the publications?
• How do I renew my publications?
• How do I cancel my publication?
• How can I suspend my Publication subscription?
• When will my publication subscription begin?

Seminars

• How do I re-attend?
• What if I can't attend the seminar I am registered for?
• Who are the instructors?
• How do I get Strategy Support?
• I am registered for the seminar, but I haven't received the location.
• When is there a seminar in my area?
• I am on the waitlist for a seminar. When will I be notified?
• What seminars can I attend?
• Seminar Locations
• I have not received a seminar confirmation email, will I be sent one soon?

Customer Service

• What is my billing status?
• How can I get access to the Discussion Boards
• I am on the waitlist for a seminar. When will I be notified?
• What is my order status?
• What is my shipping status?
• Order and Refund Policies
• How do I get my customer ID?
• How do I change my email address and info?
• I have not received a seminar confirmation email, will I be sent one soon?

Website Online Orders

• When will my product ship?
• How can I track my order?
• When do I get charged?

I am already an Optionetics student and would like register to reattend another 2-day seminar for free.  How can I do this? Last Updated: 9/5/2006

As an Optionetics student who has previously attended a 2-day Optionetics seminar you have the right to reattend the 2-day seminar anywhere in the world at any time for FREE.  To register for an upcoming seminar, click here.  Note that you will need to sign in, or register with this site to access this page.  To see a schedule of all upcoming 2-day Optionetics seminars, click here.

How do I sign up for the free Optionetics weekly newsletter? Last Updated: 9/5/2006

 

Every Monday and Wednesday Optionetics sends a free email newsletter to registered subscribers.  To subscribe to the newsletter, register here.  Registration is free, and you can unsubscribe from the newsletter at any time.

How do I update my profile? Last Updated: 9/5/2006

To update your address, email, and other profile information, log in to this site and click on the My Profile link in the blue bar that appears in the header at the top of the page.

How do I post on the discussion boards? Last Updated: 9/5/2006

The Optionetics discussion boards are a free resource for all traders and students interested in learning about options.  To post new topics to the discussion boards you must be a registered user of this website.  Registration is free.  To create a new account, click here.

How do I look up a stock or option quote? Last Updated: 9/5/2006

You can look up quotes using the symbol lookup box in the grey bar at the top of the screen.  For example you would enter IBM simply as "IBM".   To look up a stock quote, enter the symbol as it normally appears.  To look up an option symbol, you must put an equals sign (=) between the root and the code.  For example, to enter IBM September 85 call you will enter "IBM=IQ".

When will I receive my Platinum username/password? Last Updated: 4/11/2006

Username/passwords for Platinum will be received within moments of purchasing from the website. If the username/password is not received please email platinuminfo@optionetics.com.

If purchased through our office you will receive your username/password the day your credit card is charged (most of the time within 24 hours).

If purchased through a seminar you can activate your Platinum account by using your activation code provided to you at the point of sale at the seminar.   http://optionetics.com/platinum/activate/. 

If you do not receive an activation code please email platinuminfo@optionetics.com

How do I renew my Platinum subscription? Last Updated: 4/10/2006

You can renew your Platinum subscription by contacting our office at 1-888-366-8264 and pressing 4.

How can I suspend my Platinum subscription? Last Updated: 4/10/2006

Suspensions  are not available for Platinum subscriptions.

When will I get my Platinum user guide? Last Updated: 4/10/2006

User guides are available to annual subscribers at no charge.  Customers will receive the manual within 7-10 days.  There is an online help manual to get you started at http://platinum.optionetics.com/cgi-bin/platinumv30/articleEmailer4.php

How do I cancel my Platinum subscription? Last Updated: 4/10/2006

Please contact our customer service department at 1-888-366-8264 and press 5 to cancel your subscription. Annual subscriptions are non-refundable. Platinum accounts are non-transferable. Non-annual subscriptions are automatically re-billed every 4 weeks until canceled.

How do I get a Platinum free trial? Last Updated: 4/11/2006

Two  week free trials to Platinum are offered to new customers when purchasing annual subscriptions.  The two weeks are included in the annual subscription period. http://www.optionetics.com/platinum/signup.asp?page=faq

I'm not receiving my weekly publications by email Last Updated: 2/16/2006

Some ISP’s consider us sending spam and block the emails from coming through.  Contact your ISP to let them know we are not sending spam.  Also check your bulk folders to see if emails are put there.  You can also change your email address by contacting our office Monday – Friday at 1-888-366-8264 and press 5 or email at publications@optionetics.com.

Subscribers do not have to wait until the notification email is sent to access your publication issues. You are able to login at any time using your customer id and email address. Publications are posted every Saturday evening at 7:00pm Central Time. http://www.optionetics.com/pubsonline/

I'm located outside the US, why can't I receive the publications? Last Updated: 4/11/2006

Due to licensing regulations we are unable to offer the publications outside the U.S.

How do I renew my publications? Last Updated: 4/11/2006

You can renew your publication subscription by contacting our office at 1-888-366-8264 and pressing 4.

How do I cancel my publication? Last Updated: 4/11/2006

Please  contact our customer service department at 1-888-366-8264 and press 5 to cancel your subscription.

Monthly Subscription: Due to the short duration of this subscription, there are no refunds available.

Quarterly Subscription: If you are not completely satisfied with your purchase, contact us and we will be happy to refund the unused portion of your subscription, pro-rated at the monthly billing rate of $175.

Yearly Subscription: If you are not completely satisfied, after having received your first issue of any of our Trading Publications, just contact us and we will be happy to refund 100% of your purchase price. If at any time during the course of your yearly subscription you wish to cancel, contact us and we will be happy to refund at the the pro-rated rate of $175 per four weeks of used publications.

Sorry, we cannot offer refunds on special promotions, discounted subscriptions.

How can I suspend my Publication subscription? Last Updated: 4/10/2006

Suspensions  are not available for Publication subscriptions.

When will my publication subscription begin? Last Updated: 2/16/2006

If you have purchased the publications before 5:00pm Central Time you will receive the upcoming weekends issue. If you have purchased after 5:00pm CT or on Saturday you will receive the following weekends issue.

Each issue is sent out every Saturday evening by email.

How do I re-attend? Last Updated: 4/10/2006

If you are an Optionetics students you can sign up to re-attend a seminar by going to the following link: http://www.optionetics.com/myoptionetics/reattend.asp You will need your customer id number. If you do not have your customer ID you can receive it by going to this link: http://www.optionetics.com/myoptionetics/reattend.asp You may also contact our office at 1-888-366-8264 and press 5.

What if I can't attend the seminar I am registered for? Last Updated: 4/10/2006

We do require 48 hour notice if you are unable to attend a seminar.  You can contact our office at 1-888-366-8264 and press 5 or email seminars@optionetics.com to cancel your reservation.  Once you are canceled out of the seminar you will receive an email cancellation confirmation.

Who are the instructors? Last Updated: 4/10/2006

Please contact our customer service department at 1-888-366-8264 and press 5 or email customerservice@optionetics.com to inquire about our speakers for the event you are registered for.

How do I get Strategy Support? Last Updated: 4/10/2006

Strategy Support is offered to our Optionetics students.  Please contact our office at 1-888-366-8264 and press 5 or email customerservice@optionetics.com for the Strategy Support phone number. 

I am registered for the seminar, but I haven't received the location. Last Updated: 4/11/2006

You can obtain the seminar location by logging into My Optionetics and requesting your seminar confirmation to be emailed to you. An email will be sent to you with all the necessary information regarding you the seminar you are registered for.

When is there a seminar in my area? Last Updated: 4/10/2006

You can see our current seminar schedule at:  http://www.optionetics.com/events/seminars.asp.

I am on the waitlist for a seminar. When will I be notified? Last Updated: 4/11/2006

We will notify you by phone and/or email if an open spot becomes available. You will be given two business days to respond back to the open seat notification. Please call Customer Service at (888) 366-8264 ext. 5 between the hours of 8 a.m. and 5 p.m. Pacific Time. If we receive no response we will move to the next student on the waitlist.

What seminars can I attend? Last Updated: 4/11/2006

An Optionetics student can attend any two day Optionetics seminar for free. If you are not an Optionetics student you can become one by purchasing at this link: http://www.optionetics.com/events/2day/registration.asp or contacting our office at 1-888-366-8264 and press 4.

Seminar Locations Last Updated: 8/19/2005

You can see all of our seminar locations at the seminar schedule site: http://www.optionetics.com/events/seminars.asp.

I have not received a seminar confirmation email, will I be sent one soon? Last Updated: 4/11/2006

If the seminar you are attending is more than 30 days away, we have not yet finalized the seminar location. We will email you all the details as soon as it’s available and apologize for any inconvenience this may have caused.

If the seminar is in the next 30 days, please go to: My Optionetics to receive the seminar confirmation. If you do not receive the confirmation by email after using the seminar confirmation link please contact our office at 1-888-366-8264 and press 5 for customer service.

What is my billing status? Last Updated: 4/10/2006

To find out about your billing status please contact our customer service department at customerservice@optionetics.com or call 1-888-366-8264 and press 5.

Some common reasons why credit cards decline are:

Daily Limit on card - Verify your daily transaction limit - In the instance that the limit on the card is less than the funds required, please ensure that additional funds are made available. Payments are processed in a single transaction within 24 hours of placing the order.

Card Limit - Verify your overall card limit - Please ensure your credit card has sufficient funds to transfer the payment. Payments are processed within 24 hours so any arrangements should be made with your Financial Institution.

Approval may be needed - Verify that approval is not necessary to take payment - For security reasons, Financial Institutions may not recognize the request for payment and block the charge from going through without notifying you. Please contact your Financial Institution and advise your approval for Optionetics to take payment.

How can I get access to the Discussion Boards Last Updated: 10/28/2009

The Optionetics discussion boards are a free resource for all traders and students interested in learning about options. To post new topics to the discussion boards you must be a registered user of this website. Before you can post or reply to a message, you need to complete our online registration form available at: http://www.optionetics.com/myoptionetics/login.asp?redirect=/forums/.

I am on the waitlist for a seminar. When will I be notified? Last Updated: 4/11/2006

We will notify you by phone and/or email if an open spot becomes available. You will be given two business days to respond back to the open seat notification. Please call Customer Service at (888) 366-8264 ext. 5 between the hours of 8 a.m. and 5 p.m. Pacific Time. If we receive no response we will move to the next student on the waitlist.

What is my order status? Last Updated: 4/10/2006

To find out about your order status please contact our customer service department at customerservice@optionetics.com or call 1-888-366-8264 and press 5.

What is my shipping status? Last Updated: 4/10/2006

If you have not received your product please contact our customer service department at customerservice@optionetics.com or call 1-888-366-8264 and press 5.  Once your product is shipped you will receive an email stating “A shipment has been sent to you by Optionetics”

Order and Refund Policies Last Updated: 4/11/2006

Any  credit towards the purchase of a service or product that a student receives from Optionetics must be used by student within one year from the date the order was executed by student. Please note that there may be registration requirements that the Student must satisfy in order to purchase some seminars and products.

Special limited time offers have terms and conditions which differ from those set forth here. In those circumstances, the refund policy stated in the special limited time offer shall apply.

Here on out, Return Merchandise Authorization Number will be referred to as RMA#.

Any seminar or product purchased at a seminar may be cancelled at any time prior to midnight of the third business day after the date of the transaction.

Refund Policies:

1. 2-day Optionetics Seminar

Part One: Student is guaranteed the right to withdraw from the seminar designated herein without penalty by 12:00 pm noon of day one of the scheduled seminar or within fourteen (14) days from the enrollment date, whichever occurs first provided that the seminar materials are returned in reusable condition to one of our representatives at the seminar identified above between the hours of 9:30 am and 12:00 pm.

Part Two: If Student does not make a 300% return of the tuition paid, Student may choose to receive a 100% refund of the tuition or receive personal training for up to one year upon the following conditions: to qualify, Student must open and close thirty-six (36) Optionetics Limited Risk Options Trades within six (6) months of the enrollment date. Student must submit copies of broker statements and any other documents requested by Optionetics. All such documentation must be submitted within seven (7) months of the enrollment date. Refunds will be paid within thirty (30) days from date of authorization. If Student does not so withdraw, Student waives any further right under the above guarantee. The quality of our product enables us to confidently offer a refund policy that exceeds legal requirements; however, we are required to advise you of your rights under those laws: You, the buyer, may cancel this transaction at any time prior to midnight of the third business day after the date of this transaction ("Enrollment Date").

2. Advanced 3-day Live Trading Seminar 3-day Masters Seminar 7-day Cruise and Masters Seminar Interactive Computer Trading Seminar Masters Interactive Computer Trading Seminar Elliott Wave Seminar

The refund policy for the aforementioned seminars is as follows: these purchase orders are non-refundable unless canceled within 7 days from the date the order form was executed by the Student. No refunds are available after expiration of this seven (7) day period. Student's purchase order is non-transferable and no credit is available if Student fails to attend any of the seminars. If Student has signed up for a specific seminar location and desires to change seminar locations, Student's request shall be honored provided that Optionetics can fill Student's reserved spot at the original location with another student. If Optionetics cannot fill Student's reserved spot at the original location then Student's request to change seminar locations shall not be granted.

3. The Coaching Program

This course is non-refundable unless canceled within seven (7) days from the date the order form was executed by Student. No refunds are available after expiration of this seven (7) day period. In addition, should a Student miss one or more sessions of The Coaching Program, no credit is available for the missed session(s) and Student’s only recourse should Student miss one or more sessions is to access the pre-recorded sessions available for a limited amount of time via the Optionetics Web site. If Student has signed up for a specific coaching session and desires to change sessions, Student’s request shall be honored provided that Optionetics can fill Student’s reserved spot for the original session with another student. If Optionetics cannot fill Student’s reserved spot for the original session then Student’s request to change coaching sessions shall not be granted.

4. Optionetics Monthly Newsletter

Available to U.S. residents only.

3-Month Subscription: Refunds are not available.

Yearly Subscription: Refunds are available on a pro-rated basis at the monthly billing rate of $33.33.

5. Directional Trader, Channel Trader, OptionFinder, and WaveFinder

Available to U.S. residents only.

Yearly Subscriptions: If you are not completely satisfied with your subscription(s), after having received your first issue of any of our Trading Publications, just contact us and we will refund 100% of the purchase price. If at any time during the course of your yearly subscription you wish to cancel, contact us and we will refund you the unused portion of your subscription, pro-rated rate of $175 per four weeks of used.

Sorry, we cannot offer refunds on special promotions or discounted subscriptions.

6. CD Clubs

CD Club I: Student has seven days from the date of receipt of the product to request a refund of the purchase price, which does not include shipping and handling charges, provided that Student obtains an "RMA#" from Customer Service and returns the full CD set, bonus CD and case within such seven (7) day period.

CD Club II: If Student is not completely satisfied within 7 days of their first CD in CD Club II being shipped, they can contact us and we will be happy to refund 100% of the purchase price. Student will need to request an RMA number and return any CDs they have received. If at any time during the course of their CD Club subscription the Student wishes to cancel, they should contact us and we will be happy to refund at the pro-rated rate of $250 per CD received.

7. Platinum

Monthly subscriptions - No refunds are available once Student purchases the subscription. Monthly subscriptions shall be automatically re-billed every four weeks until the subscription is canceled by Student. In addition, Students may not suspend the Platinum subscription and restart it at a later date.

Annual subscriptions - No refunds are available upon expiration of the free trial period. If Student does not return the user guide in reusable condition before the expiration of the free trial period, Student shall be charged $99.00. In addition, Students may not suspend the Platinum subscription and restart at a later date.

8. All books

Student has thirty days from the date of purchase to obtain a refund of the purchase price, which does not include shipping and handling charges, provided that Student obtains a "RMA#" from Customer Service and returns the purchased item within such thirty (30) day period.

9. ProfitSource/OptionGear

Student has thirty days from the date of receipt to obtain a refund of the purchase price, which does not include shipping and handling charges, provided that Student obtains a "RMA#" from Customer Service and returns the purchased item within such thirty (30) day period. If product is not returned in new condition, a minimum charge of $99 restocking fee will apply. This product is a single user license. It is non-transferable and not eligible for resale.

10. Wealth Without Worry

Watch the DVDs, read the manuals and practice in the Paper Trading Practice Guide. Then paper trade the market for three months.* If your paper trading does not produce net profits in three months (including the cost of the Wealth Without Worry Package), simply return all materials and your paper trading records by the end of the fourth month and you'll receive a full refund.

*For purposes of this refund policy, "paper trading" means that you have assembled, traded and tracked a fictitious portfolio and measured the profitability or loss of that portfolio.

When rma# has been received for your return, the product must be received by our shipping warehouse within 14 days from the time of the rma# given.

Licensing Disclaimer

Neither Optionetics nor its licensors and suppliers warrant or make any representations regarding the use of the services and/or products listed on this Web site. All services and products are sold "as is," without warranty of any kind. Neither Optionetics nor its licensors and suppliers guaranty or warrant the accuracy, completeness of, or results to be achieved from, utilizing any service or product. Optionetics disclaims any and all warranties, implied as well as express, including but not limited to warranties of merchantability or fitness for a particular purpose or use. Optionetics shall not be liable for any inaccuracy, delay, service interruption, error or omission, without regard to cause of same, or for any resulting damages.

Optionetics specifically disclaims any liability for any indirect, special, or consequential damages, whether such damages were unforeseen or foreseen, with respect to any use of its products or services, including but not limited to lost time, lost money, lost profits or good will, whether damages are based in contract, tort, strict liability or otherwise. If a court or arbitrator nevertheless determines that these limitations of liability are unenforceable, the cumulative liability of Optionetics under any legal theory of recovery shall not exceed the amount paid for the services and/or product.

All services and products are analytical tools only. Such services and/or products do not constitute, and do not replace individual research or licensed investment advice . The purchase, sale or advice regarding any type of security can only be performed by a licensed Broker/Dealer or Registered Investment Advisor. Neither Optionetics nor its officers, employees, owners, agents, principals or affiliates is a registered Broker/Dealer or Investment Advisor in any state in the U.S.

How do I get my customer ID? Last Updated: 4/10/2006

You can retrieve your customer ID by going to this link: http://www.optionetics.com/myoptionetics/profile.asp or contacting our customer service department at customerservice@optionetics.com or 1-888-366-8264 and press 5.

How do I change my email address and info? Last Updated: 9/3/2009

Please CLICK HERE to change your email address and info, or contact our customer service department at 1-888-366-8264 ext. 5

I have not received a seminar confirmation email, will I be sent one soon? Last Updated: 4/11/2006

If the seminar you are attending is more than 30 days away, we have not yet finalized the seminar location. We will email you all the details as soon as it’s available and apologize for any inconvenience this may have caused.

If the seminar is in the next 30 days, please go to: My Optionetics to receive the seminar confirmation. If you do not receive the confirmation by email after using the seminar confirmation link please contact our office at 1-888-366-8264 and press 5 for customer service.

When will my product ship? Last Updated: 4/10/2006

Orders will be shipped within two business days of being charged. Shipping takes approximately 7-10 business days.

How can I track my order? Last Updated: 4/10/2006

Once your order is shipped you will receive an email with your tracking number.  If you have not received an email please contact our customer service at customerservice@optionetics.com or call 1-888-366-8264 and press 5.

When do I get charged? Last Updated: 4/10/2006

Your credit card is charged within 24 hours of purchase. We do not offer payment plans.