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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)

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

  • 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.