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How To Move Positions to Another Portfolio

To move positions and any alerts saved with them to different portfolios, take the following steps:

  • Click the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Click the Positions tab (2).
  • Select the Position(s) you would like to move (3).
  • Select Move at the bottom menu (4).

IMPORTANT: When moving multiple positions, all selected positions will be moved to the same portfolio.

  • Select the portfolio to move the position(s) to from the list of available portfolios.
  • Click the OK button.
How To Copy Positions from One Portfolio to Another

To copy one or more positions to another portfolio take the following steps:

  • Click on the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Click on the Positions tab (2).
  • Select which positions you would like copied (3)
  • Select “Copy” in the menu bar at the bottom (4).

Click on the down arrow to select which portfolio you would like these positions copied to.