RIA Position Trading

Position Trading

The Position Trading screen lets you quickly sell all or part of a security or exchange it for another. To sell a position, simply type the symbol or CUSIP in the Symbol box and click Filter. All the client accounts containing that position will be displayed in the resulting grid…

Position Swap

A Position Swap lets you exchange or "Swap" one position for another in one or more portfolios. Use position swap when you want to get a number of clients out of one position and into another using the same amount of funds. To swap a position first type the symbol or CUSIP in the Symbol box and click Filter…