Close Specific Lots

Instructions

We allow traders to multi-select any tax lot(s) they would like to place a closing order for directly within the View Lots window. To use this tool, please take the steps outlined below.

  1. Navigate to the Portfolio tab and select Positions.

    The view of expired messages in Portal.

  2. Click the 3 dot icon to the right of the desired position and select View Lots.

    The view lots dropdown in Portal.

  3. The View Lots screen will populate.

  4. Click Close Specific Lots to multi-select any tax lot(s) to place a closing order for.

    The view lots screen in Portal.

  5. The Terms and Conditions will populate on your screen. After reading, select Agree.

    Image of the view expired messages in Portal.

  6. Select the check box's to the left of the Lots you would like to close.

  7. Select Create Order to close these orders.

  8. The order will populate in the Order Entry Panel.

  9. Update the order parameters as desired and click Submit.

  10. Select Sell Order to place the trade, or select Preview to preview the order prior to submitting.

 

Additional Resources