The Investment Operations team can help with your trades, and you can submit a trade request through the Savvy dashboard.

1. Click into the Household you need to make a trade for

   

2. On the Household Overview page, scroll down and select the Task button. On the Tasks pop-up window, choose Ops Task and select Trading

   

3. Select the client account you wish to make a trade for

   

4. You can place multiple trade within one request.

   To sell an existing holding, click into the Enter symbol / company field to pull up a list of all current holdings within the selected account.

   

   To buy a stock, enter the stock symbol or company name into the field

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   Please ensure there’s sufficient cash within the selected account for the intended stock purchase

   </aside>

   

   

5. Confirm the Action type (Buy/Sell)

   

6. You can request to buy/sell stocks based on a dollar amount or number of shares. To do so, click on the dropdown icon in the far-right field to select $ or Qty

1. If there’s any additional details for the Investment team to make the trade, please be sure to include them before clicking Next.

   <aside> 💡

   We aim to execute trades promptly, and requests are generally fulfilled within the same day. However, please note that same-day fulfillment is not guaranteed. If a trade is time-sensitive, please be sure to include this in the note section and flag for the Investment team in your #ops channel.

   </aside>

1. After you click Next, you’ll have the opportunity to review and confirm the trade details before submitting the trade request. Once you click Submit, our team will automatically be notified of your trade request.

   

1. Our team will mark a task as In progress to confirm that they’ve received the request, and you’ll receive a Slack notification when a task status is updated. You can also always review the task status by going to the Tasks section.