Closed Position – Edit Closed Positions
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To edit closed positions, take the following steps:
- First, click the Positions & Alerts tab in the main menu at the top of the page (1).
- Click to select the portfolio containing the closed positions, or select All to view all closed positions in all portfolios (2).
- Next, click on the Closed Positions tab (3).
- Click on the symbol (4) you would like to edit, and the following page will display:
- Click the “Edit” button on the top left side of the page (1). The editable fields will display as follows:
- Edit the necessary information.
- Click the Save button on the bottom right to save your changes.