Buying Shares

  1. Fund your cash account.*
  2. Tap “Buy / Sell” and select “Buy.”
  3. Enter the maximum price pay per share you are willing to pay.
  4. Enter the number of shares.
  5. Review your buy and tap “Submit.”
  6. Your trade is now pending for the next weekly trading price to be set.
  7. Trading price is set.
  8. If your buy price was at or above the trading price, your buy will be executed.
  9. Funds for the shares are debited from your cash account.
  10. View your new shares on your Portfolio screen.

*We recommend funding your cash account 3-5 business days before use to allow the funds to settle. To read more about cash accounts, see cash account FAQs here.

Selling Shares

  1. Tap your portfolio page and confirm you have shares to sell.
  2. Tap “Buy / Sell” and select “Sell.”
  3. Enter the minimum price per share you are willing to accept.
  4. Enter the number of shares.
  5. Review your sell and tap “Submit.”
  6. Your trade is now pending for the next weekly trading price to be set.
  7. Trading Price is set.
  8. If your sell price was at or below the trading price, your sell will be executed.
  9. Funds will be transferred to your cash account.
  10. View your updated holdings on the Portfolio screen.
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