Adding money to auto roll
Here’s a summary of the main problem and solutions discussed:
- Main Problem: The user wants to know if they can designate funds from their core position to be included in the auto roll setup for purchasing more short-term CDs.
- Solution: Changes to the Auto Roll feature cannot be made for specific securities after the trade has been submitted, including adding positions.
- Solution: To invest a portion of “Cash Available to Trade” into additional short-term CDs, the user must place the trade either online or by contacting the Fixed Income Team.
- Solution: Additional purchases can continue to be auto-rolled as long as the securities are eligible.
Here’s the full thread