Stock Split Position Adjustments

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Positions may not always be correct for many reasons. The most common being either a stock split or some other corporate action.

Please follow the instructions below to adjust positions where needed.

From the Sterling Trader Manager platform you will go to the main toolbar > windows > position summary

From this point you can filter for symbols or accounts by right-clicking over the column header > Filter > Add/Edit Filter…

Once those filters are in place you can simply right-click over the position you would like to adjust > Opening Position > Adjust > input the new opening position and price

Account STERLING is long 100 AAPL @ $500, to accommodate for the 4-for-1 split it will need to be adjusted to 400 shares @ $125

The same process will be used to update Tesla’s 5-for-1 split as seen below. Account is long 100 @ $2200, adjusted to 500 shares @ $440

You can see that both positions are now reflective of their splits:

Ready to get started?

We look forward to learning more about your trading needs.

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