How can I reassign one or multiple trades to a different portfolio?

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Did a trade land in the wrong account? Move one trade or many to the right account in a few clicks.

  1. Open the Trades page and tick the box next to each trade you want to move.
  2. In the toolbar above the list, click the ⋮ (More actions) button.
  3. Hover Assign, then hover Account. A list of your accounts opens.
  4. Click the account you want. A message confirms how many trades were moved.

To undo the move, select the same trades again and repeat the steps, choosing the original account.

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