Close Specific Lots

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 your Portfolio and right-click on a position.

2. Select View Lots.

   

3. The Lots screen will populate. Select Close Specific Lots.

   

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

5. Select Create Order to close these orders.

   

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

   

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

8. An order preview will populate on the screen. Review the order and select Override and Transmit to submit.