How do I close a position in Client Portal?

To close a position in Client Portal:

  1. Click on Portfolio in the top menu and select Positions.
  2. Click on a symbol to open the position window.
  3. Click on the Close button in the top right corner to create an order to close your open position for that symbol.
  4. Carefully review the order details before submitting.

Note

  • The Close Button allows you to close any open position, even without trading permissions. This feature ensures you maintain control over existing positions. However, please be aware that account-level restrictions may limit access to this function. 

Additional Information

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