Confirming individual unconfirmed transactionsContent also available for tax entities or on our global site.
1 – On the Portfolio Overview Page, click on the holding.
2 – On the Individual Holding Page, click ‘Edit’ on the unconfirmed transaction.
3 – Review the information on the ‘Edit a Payment’ pop up window and edit if required.
4 – Click ‘Save and confirm payout’.
Note: Once a dividend or trade has been confirmed, the lightning bolt icon will disappear. This data is now permanently saved against your portfolio and will no longer automatically recalculate when you make changes to the holding.e.g. adjusting or [adding additional trades(/recording-trades-dividends-and-adjustments/ “Adding trades”).
Last modified on May 5, 2021 UTC