How to Sell a Stock
- Utilize the Navigation Bar to access the portfolio you would like to process a Sell 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 “Current Transaction” Menu item
- Select the Stock packet you wish to sell by clicking it once, which will highlight the Transaction in blue
- Click on “Sell”, which is located either:
- Within the Action menu in the Actions Bar
- At the top of the Centre Screen
- This will open the Sell pop up
- Fill in the form as required, pressing “OK” to save your changes.
- The Transaction will now be moved to your Disposed Transactions folder, and the information will be amended in accordance with your inputs for step 7