Sell Public Securities

Written by Nick Miles

Last published at: September 10th, 2018
  1. Navigate to Public Securities from the Home page.
  2. Click the Public Securities ID number.
  3. Select Sell from the left-side menu.
  4. In the Symbols window, enter the:
    • Number of shares to sell (#Shares to Sell).
    • Gross (Total) Sale Amount
    • Sale Fees
  5. In the Public Security Sale window, enter a Fund if you want the Proceeds to go to a different Fund.
    • If your Realized Gains/Losses Account, Fees Account or Deposit Account don't automatically populate, assign Accounts from the drop-down menu.
  6. Click Save.