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TRADING


THE FOLLOWING DOCUMENTS SHOW HOW TO PROCESS EACH REQUEST IN A STEP-BY-STEP FORMAT

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Password for voice recordings is: Libertyfi1


Rebalance   REBALANCE RECORDING

Single acct trading - Mutual Funds.  

SINGLE ACCOUNT TRADES - MF BUY & MF SELL RECORDING

Single acct trading Equities & ETFs.  

SINGLE ACCOUNT TRADES - EQUITY BUY & EQUITY SELL RECORDING

STAGING TRADEs   STAGING TRADES RECORDING

TRADE OPERATIONS SUMMARY


PRO TIPS


  • To ensure you do not receive any trade rejections, we recommend staging your trade.  Place the sells first, then place the buys the next day
  • BEFORE placing trades, check for trade alerts and pending trades
  • AFTER placing trades, check "Trade Execution" to ensure all trades have been acknowledged
  • When trades are placed after hours, they will go through on the first trading file the next day. Only way to cancel is by calling the custodian before the market opens
  • Any trades placed after 2:30 EST is best efforts