To add/buy new ETFs to your portfolio follow the steps below:
You can buy single or multiple ETFs at the same time.
Open your portfolio> 'Add securities'> select the ETFs you want to buy> 'Add to portfolio'> 'Continue'> Set your portfolio weights > 'Review and continue'> 'Save and continue'.
To buy a single ETF, add it to your portfolio with a 0% weighting and then fund it individually. You can do this with as many ETFs as you like. Once you have purchased ETFs this way, if you ever decide to sell your portfolio as a whole, the system will also sell these 0% ETFs holdings as part of the whole portfolio.
Please note: you must have the autoinvest feature turned off, if you wish to buy a single ETF.
For multiple ETFs, once they have been selected, adjust the weightings of your portfolio then fund and rebalance your account. The new weightings are not final until you have run the rebalance and the new ETFs will be bought during the next trading window.
You can also add ETFs by going into the Options tab in your portfolio, see the below:
Open your portfolio> 'Options'> 'Edit portfolio'> 'Add securities'>Select the ETFs you want to buy> 'Review and continue'> 'Save and continue'.
If you want to simply buy more of the ETFs you already currently hold based on your portfolio's weightings, you can do so by following the steps outlined below:
Open your portfolio> 'Invest'> Enter monetary value you want to invest> 'Review order'> 'Submit'
To sell individual ETFs:
You can sell part or all of the ETFs in your portfolio.
Open your portfolio> select the ETF you want to sell> 'Buy/Sell'> 'Sell'> enter the value you want to sell OR 'Sell all'> 'Review order'> 'Confirm'
Your sell orders will be executed in the next trading window.
You can also sell based on your portfolio's target weights. The most overweight ETFs will be sold first:
Open your portfolio> 'Options'> 'Sell portfolio'> 'Sell'> enter the value you want to sell OR 'Sell all'> 'Review order'> 'Confirm'
When using the 'Sell portfolio' method, you will see which securities will be sold and what their new weightings will be after the sell order has been confirmed and executed.