How to Buy a Stock
- Utilize the Navigation Bar to access the portfolio you would like to process a Buy for.
- Press the “
” Symbol next to the Portfolio to expand the Portfolio’s contents
- Press the “
” Symbol next to “Shares | Funds | Fixed Interest” to expand your holdings information
- Click on “Holdings” Menu item

- Click on “Buy”, which is located either:
- Within the Action menu in the Actions Bar
- Within the "Operation" tab in the top ribbon

- This will open the Buy pop up
- Fill in the form as required, pressing “OK” to save your changes.
- The Transaction will now be added to your Current Transactions folder