Question

James has sold his unrestricted stock holding in ABC Corp. This stock is held in an account which is fully enrolled in the Broker Data Import Program. What does James need to do to make sure the stock is removed from his Tracking & Trading portfolio?

() Select the one response that applies and then Submit.
a. Manually remove the fund from his importing account.
b. Inform Independence & Conflicts Network that he has sold the fund.
c. Monitor his Tracking and Trading account over the next 2-3 days to ensure that the security is removed via the automatic feed.

Answer 1

C. Monitor his Tracking and Trading account over the next 2-3 days to ensure that the security is removed via the automatic feed.