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How do I modify an existing position? |
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Click Control Panel from the top Left corner if not already open. Select the position you wish to modify by clicking the mouse anywhere on the row of this position. Click the Update button on the Control Panel. This brings back up the screen on which you entered the new data, and allows you to modify it. After making changes in this box, hit the Update button at the lower right of the box. Then save later. The update screen also allows you to account for a stock split in your holdings according to the split ratio defined to the right of the button. In case of a reverse split (reduction of number of holdings), enter a decimal value less than one.
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