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Security (Symbol) (Directed Trades)

When creating or editing a directed trade, Security (Symbol) lets you type or search for the security you'll use in that directed trade. If you select either the Linked Trade or Mutual Fund Swap Quantity Type, buys and sells are separated on the screen.

For more information on creating directed trades, see Directed Trades Process. For more information on directed trades strategies, see Strategies Using Directed Trades and Directed Trades Versus Rebalancing.

For more information on quantity and trade types and how they'll affect directed trades, see Trade Type and Quantity Definitions in Directed Trades.