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To edit positions one at a time, take these steps:

  • Click the Positions & Alerts tab (1).
  • Then, click the Positions tab (2).  NOTE: Make sure “Positions” has a orange/yellow line under it. 
  • Lastly, click the symbol (3)

click your ticker

This will open the Position card. Under the Position Details tab, click the Edit button. You can then edit the data.

edit position details

  • Make sure to click save when you are done.
    • Click cancel to disregard changes.

NOTE: The symbol itself cannot be changed once it is saved in the program. If you entered the incorrect symbol, just delete the position from your Positions & Alerts page on the “Positions” tab, and add a new position.