Unexecuted transactions

When placing a previous trade or editing a plan, the process can sometimes get stalled and leave the transaction unexecuted in a draft state. This is displayed on the overview page as a number inside parentheses:

This document walks through how to clean up either of these unexecuted transactions:

• Resolve an unexecuted trade transaction

• Resolve an unexecuted plan transaction

Resolve an unexecuted trade

Unexecuted trades exist for one of two reasons:

1. The trade was already placed, but never reflected in Symplany℠

2. The trade was set up in Symplany℠, but was never placed

Option 1. The trade was already placed:

1. Click Execute Trade on the overview page

2. Open the trade panel on the far right (see below)

3. Click Execute

   

Option 2. The trade was never placed:

1. Click History on the overview page

2. Click Delete most recent transaction

   

Resolve an unexecuted plan

An unexecuted plan transaction exists as a proposed transaction, and can be resolved in one of two ways:

1. Delete the proposed plan

2. Implement the proposed plan changes

Option 1. Delete a proposed transaction

1. Click Edit Plan (1) on the overview page

2. Click Delete Proposed Transaction on the far right

3. In the pop-up window, click Yes

Option 2. Implement a proposed plan

1. Click Edit Plan (1) and complete all required steps to finish editing the plan