Help CenterSmart PortfolioSmart PortfolioHow to sell a Smart Portfolio?

How to sell a Smart Portfolio?

 
(i) “Sell” the asset in a Portfolio
 
Step 1: Login to the “Webull”.

Step 2: Go to the "My Position" section.

Step 3: Select the portfolio to sell

Step 4: Choose the designated percentage of the selected portfolio for selling the share position under the "Sell". 

 (ii) “Dissolve” a Portfolio
As the smart portfolio is an additional feature for securities client, Webull provides the flexibility for clients to transfer the portfolio position to an individual holding position for greater flexibility in achieving their own trading/investment objectives. Also, clients can choose to dissolve and sell all positions in a portfolio. 

Step 1: Login to the “Webull”

Step 2: Select the portfolio, and on the top right corner, click on the “3-dot button/menu”

Step 3: In the bottom section on “More operations”, choose “Dissolve Portfolio”

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