Convert Currency
Instructions
Easily convert cash from one currency to another by using our Convert Currency tool in Portal. To do so, please take the steps outlined below.
- Click the Trade tab followed by Convert Currency
- Alternatively, click Menu in the top left corner > Trade > Convert Currency
- Select the client account number from the drop-down menu if applicable
- Select the currency you currently have from the drop-down menu (for example USD)
- Select the currency you want from the drop-down menu (for example, EUR)
- Enter the amount you will need for the transaction (for example, 2000 EUR).
- The converter automatically calculates the amount of base currency required to complete the conversion (for example, 2351.53 USD) and sets up a market order for the FX transaction.
- Select Preview to review order details
- Select Submit to submit this order