How do I create a sale ticket?

• Navigate to Funds Summary > Fund > Portfolio tab > Holdings details table and click the “…” icon.
• Click on Trade, enter information in fields, and click on Post for sale. 
• Provide your account password and click on Confirm. 

If you need more information, please read the detailed answer below. 

To create a sale ticket, please follow the steps below: 

1. Navigate to Funds Summary > Fund > Portfolio tab > Holdings details table and click the “…” icon in the right-most part of the corresponding row.
2. Select the Trade option from the menu that appears (see outlined in red in the screenshot below).
   The Trade option is enabled when:
   The Investor is:
   • not suspended
   • approved by CO

   The Asset is:

   • issued
   • not restricted
3. On the Create sale ticket page that appears, fill out the fields:
   • Time Limit (days) 
   • Sale Quantity for each lot 
   • Price
4. Click the Post for Sale button.
5. In the confirmation dialog that appears, provide your account password to confirm your intention to post the specified quantity at a specified price for sale and click the Confirm button.