Add settlements manually

You can add your trades even from broker accounts that aren't listed with us. Follow the steps below: 

Adding settlements manually

1. Navigate to investments: Once signed in, go to 'More'> 'Investments'.
2. Navigate to accounts: Click on 'Dashboard'> 'My Accounts'.
3. Select account: Click on 'Manage'> 'Add Manually'.
   
4. Select settlement type: Click on 'Sale of securities'> 'Proceed'.
5. Add settlement details: Enter the details> 'Save'.
6. Add more: If you want to add more settlements, click on 'Add settlements'> repeat.

Still need help?

If you still have any further queries, raise a ticket to get in touch with us.