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Tutorial: Create a Block Trade; replace one investment with another in selected portfolios (1:35)

Strive for best transaction prices and lowest order execution costs for clients @ Block Trade.

Replace individual investments (Sell IBM and Buy MSFT) in existing, selected portfolios as desired, quickly, completely, and accurately, in seconds.

Enter the trade; Sell IBM, Buy MSFT.

Add more trades if any.

Click on each trade.

Select/Deselect the portfolios to be included in the Block Trade.

Set the percentage of an existing position to be sold: 50%, 100%, etc.

In this case, Sell 100% of MSFT in selected portfolios and use the proceeds to Buy IBM.

Retrieve, view, and print a Block Trade report.

Create a Trade Export file to send to custodian/broker dealer for order execution.

To call in trades, simply use the Buy/Sell/Hold Report.

Block Trade Worksheet Report

(Illustration Sell MSFT/Buy IBM)

Print of Block Trade Report.

In this illustration, 50% of MSFT was selected for sale in each portfolio.