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Sell Public Securities

  • Last Updated
  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.
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