Home/FAQ/Direct Index Account/How do I place a buy or sell order of a Direct Index portfolio?

How do I place a buy or sell order of a Direct Index portfolio?

You can place trades in your direct index account by simply disabling “Auto-Invest Cash” from your Dashboard or Positions page. This will allow you to buy or sell the direct index portfolio or any of its individual holdings. Keep in mind that cash proceeds from sells will remain as cash if “Auto-Invest Cash” remains disabled.