Position Card Page – Positions Details Tab

To access the Position Card Page, go to the Positions & Alerts page. Then, click a ticker symbol.

On the page that appears, click the Position Details tab.

The position details tab will show you and allow you to edit the specifics of your holding.

Click the Pencil to edit the details.

Once in edit mode, you can edit the details for the position.

Click Save once you’re done making edits.

NOTE: some data won’t be editable for synced positions.