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Mutual Funds


 

Trading Center > Mutual Funds

The Mutual Funds order ticket allows you to place buy, sell, and switch orders. You can enter your orders in dollars or by specifying the number of units involved. Use the Fund Search section to narrow your search and to find fund symbols.

Selecting a sell or switch order from the Action drop-down menu will replace the Fund Search with a list of your holdings. You can sell a fund held in your account by clicking on its symbol here or, as with the other tabs, from the Overview panel. The trading panel will be filled-in automatically for a sell order. All that's left is to set your price or adjust the quantity, if you don't want to sell the entire position.