How to Sell a Stock

  1. Utilize the Navigation Bar to access the portfolio you would like to process a Sell 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 the “Holdings” Menu item:
  5. Select the Stock packet you wish to sell by clicking it once, which will highlight the Transaction in blue
  6. Click on “Sell”, which is located either:
    1. Within the Action menu in the Actions Bar
    2. Within the "Operation" tab in the top ribbon
  7. This will open the Sell pop up
  8. Fill in the form as required, including all details of the sale. Press “OK” to save your changes.
  9. The Transaction will now be moved to your Disposed Transactions folder, and the information will be amended in accordance with your inputs for step 8