How do I cancel a Recurring Investment order?

If the order is live, you can cancel the order by clicking the Cancel or "C" button on the order line (in Classic layout). You can also right-click the order line and select Cancel.

To cancel an order in Mosaic layout, from the Orders tab in the Activity panel, click Cancel or "C" in the order line, or right-click the order and select Cancel…

You can see a list of recent orders and their status as well as executed trades on the Orders & Trades screen in Client Portal. You can also modify or cancel orders that have not been filled yet. There are several ways to get to the Orders & Trades screen from within Client Portal:…

Your recurring investment will be cancelled if the security is no longer available. When a pending order involves a security that is the subject of a reverse split or merger, or a security that is delisted, the order will be cancelled…

In order to only see your open orders in Mosaic, look for the drop down menu in the top right corner of the Activity window that should currently be set to ALL. Click on this and change it to LIVE ORDERS. This will remove any filled or canceled orders and only show your open orders…