Manage investment

TradeSocio NewUX Investor Experience

You can edit and stop your investment at any time. To manage your active allocation access the Investor Report and proceed to Allocations.

Edit allocation

To edit the allocation open Action drop-down menu and click Edit. You will be redirected to GIA page of the allocation.

You will be able to edit your monthly deposit amount. Input the corrected amount ans click Submit to apply the change.

Stop allocation

To stop investing with basket funds, access the Investor report and proceed to Allocations

Find the allocation and open Action drop-down menu, select Stop. You will be requested to confirm your decision in the pop-up window.

Select Stop once again to proceed, or click Cancel to return to allocations menu.

You will receive the confirmation once your trade is closed. The equity of the investment will be returned to the un-allocated balance of your account.

Your stopped allocation will be immediately moved to Inactive allocations report.

You can check the closed trade details in your Statement