Deposit Cash

The Deposit Cash feature allows you to increase the portfolio's available buying power.

 

Depositing Cash to a Portfolio:

  1. Select a portfolio. The selected portfolio will be highlighted on the left side.

  2. Click the "Manage Portfolio" Button on the Local Toolbar.

  3. Select "Deposit Cash".

  4. Enter the amount of cash you would like to deposit.

  5. Use the Date/Time Control to select the date of the deposit.

  6. Click "OK".