Handle your wash sales and generator your Schedule D

TradeMax also allows you to edit an existing account with the following instruction:

1. Right-click the account you want to edit (for example, ScoreTrade Jones) and select the Edit Account from its context menu:
2. A pop-up window will appears:
3. Edit the information. This box is almost the same as the box in the setup a new account, and you can learn more in the setup a new account.

To apply changes to all trade records with the same symbol, TradeMax provides users Edit Symbol function.

With this function, users can edit Symbol Name, Underlying Stock, Type, Rate, Strike Price, Expire Date, Exchange Market, Rates.

• Edit Symbol in the Trade Data View
• Edit Symbol in the Symbols View

Edit Symbol in the Trade Data View

1. Click the Trade Data view in the Account List to go to the Trade Data View
2. Click the row header to select the specific trade record
3. Right-click the record and select the Trade Adjustment>Edit Symbol in the context menu
4. The following dialog box will pop up:

   Learn more about: Symbol box parameter

5. Edit specific parameter in the box and click OK. Pop up the following confirm box:
6. Click Yes to apply change to all trades or No to change the selected one only.

Edit Symbol in the Symbols View

1. Click Symbols view under the Account List to go to the Symbol View
2. Click the parameter cell to activate it and then edit it with you keyboard and mouse
3. Pop up the following confirm box
4. Click Yes to apply change to all trade records with the same symbol or No to change the selected one only.