How do I close a currency balance in Client Portal?

To close out any non-base currency balances in Client Portal:

  1. Click on Portfolio in the top menu and select Positions.
  2. Click Convert All to base (where base will be your actual base currency, for example USD).
  3. Acknowledge the disclosure by clicking Continue.
  4. Review the market order(s) and Submit.

This feature will create FX orders to convert non-base currencies to your base currency, including any small residual balances.

Additional Information

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