How to Buy a Stock

  1. Utilize the Navigation Bar to access the portfolio you would like to process a Buy for.
  2. Press the “+” Symbol next to the Portfolio to expand the Portfolio’s contents
  3. Press the “+” Symbol next to “Shares | Funds | Fixed Interest” to expand your holdings information
  4. Click on “Current Transaction” Menu item
  5. Click on “Buy”, which is located either:
    1. Within the Action menu in the Actions Bar
    2. At the top of the Centre Screen
  6. This will open the Buy pop up
  7. Fill in the form as required, pressing “OK” to save your changes.
  8. The Transaction will now be added to your Current Transactions folder