Virtual FX Tracking

Instructions

You can enable Virtual FX Tracking in your portfolio, which will allow your FX Holdings to be displayed as symbols (e.g. USD, EUR) in the Positions section of Client Portal. To enable this feature, follow the steps below.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Trading > Virtual FX Tracking.

  2. Select the check box in the top right corner to Enable or Disable and press Continue to save your changes.

    The virtual FX tracking panel in broker portal.

To view your FX Holdings as symbols (e.g. USD, EUR), navigate to Client Portal and click the Portfolio Tab > Positions.

You may also view this in your Cash Report by clicking the Portfolio Tab > Cash Report.

 

Additional Resources