• Getting Started
  • Settings
  • Layouts
  • Account Groups and Nicknames
  • Account Summary
  • Balances
  • History
  • Positions/Watch Lists
  • Option Positions(by Underlying, Strategy, Expiration)
  • Closed Positions
  • Find Position in All Accounts
  • Trade
  • Trade Armor
  • Orders
  • Quote
  • Time & Sales
  • Market Ticker
  • Option Chain
  • Options Analytics
  • Filters
  • News
  • Alerts
  • Charts
  • Find Positions in All Accounts

    To see your exposure to a particular security across all accounts, or to sell all shares of a position:

    • Select Find Positions in All Accounts from the main navigation toolbar, under Accounts, or from the Action menu of any appropriate tool, including Filters, Watch List, and Positions.
    • When you select Find Positions in All Accounts, the symbol in focus will launch the tool seeded with all of your positions in the security, across all accounts.
    • Select the Close All button to seed the Multi-Trade tool and then close the position across all accounts.
    • You can choose to close a position in one or more (as opposed to all) accounts at one time by using the keyboard and mouse commands [Shift + click] or [Control + click]. When all appropriate positions are selected, right-click to select the desired trade action.
    • Your orders are then added to the Multi-Trade tool. You can then edit or place the trades as you would normally.
    © 1998 - FMR LLC.
    All rights reserved. eReview # 643130.5.0