Convert Currency

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.

  1. Click the Trade tab followed by Convert Currency
    • Alternatively, click Menu in the top left corner > Trade > Convert Currency
  2. Select the client account number from the drop-down menu if applicable
  3. Select the currency you currently have from the drop-down menu (for example USD)
  4. Select the currency you want from the drop-down menu (for example, EUR)
  5. Enter the amount you will need for the transaction (for example, 2000 EUR).
  6. 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.
  7. Select Preview to review order details
  8. Select Submit to submit this order