Currency Conversion

Instructions

We offer the ability to easily convert your non-base currency balances. Please note, currency conversions will be submitted via market order. To utilize this feature, please take the steps outlined below.

  1. Navigate to your Portfolio.

  2. Right-click on the non-base currency balance listed at the bottom of the screen.

  3. Select Convert Currency.

  4. A pop-up will appear with the Total Cash Balance listed. Select the currencies to Convert From and Covert To from the drop-down menus.

  5. Select Submit Conversion Order to place this order.

 

Additional Resources