How do I create a sale ticket?

• Navigate to My Portfolios > Portfolio > Holdings tab > Holdings details table and click the “…” icon in the right-most part of the corresponding row.
• Click on Trade in the menu that appears and fill out the fields — Time Limit (days), Sale Quantity for each lot, Price, Estimated Proceeds  — and click the Post for Sale button.

The Trade option is enabled when:

The Investor is:

• not suspended
• approved by CO

The Asset is:

• issued
• not restricted