Create and Transmit Orders through the Portfolio
The Portfolio screen offers the ability to create and transmit orders. To do so, please take the steps outlined below.
Instructions
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Click the Portfolio menu
from the top left corner of your screen. -
Click the Positions tab
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Right-click on a position and select Buy or Sell.
Alternatively, you may click on the position and select the Buy or Sell buttons on the right-hand side of the page.
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Input the order parameters and click Submit Buy (or Sell) Order
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An order confirmation will populate advising that this order has been submitted.