Buy Action

The transactions displayed under the Buy Action section of your page make up a list of the investment purchases you would have to make to match the portfolio allocation you created in your Action Plan Model. To completely match the portfolio allocation of your Action Plan Model, you'll also have to execute all the sell transactions displayed under the Sell Action section.

The Buy Action section displays the name of each security listed, the security's asset type and a full quote to help you evaluate the security's performance and determine whether or not that particular investment can help you meet your goals. You'll also see a column labeled Share to Buy, which indicates how many shares you'd need to purchase to achieve your desired allocation in the market segment represented by that investment. To find more in-depth research on any of the securities displayed, go to the Quotes & Research tab of your account.

To buy the securities listed, click the Trade button in any security row. You'll be transferred to an order entry ticket for your purchase. The ticket will auto-populate some of the transaction information including symbol, shares and whether the order is a buy or sell. You'll need to select an order type and confirm the purchase. Once the order entry process is complete, you can return to your Action Plan to continue with the next transaction.