Managing your investments in your Charitable Investment Account is straightforward. Here's how to sell investments to donate to a charity or rebalance your portfolio.
- Log in to your Charitable Investment Account (CIA), and click on the “Invest” tab on the left.
- Decide which investment you’d like to sell, and select the "Details" button.
- In the top right of the fund detail view, select the “Sell” button.
- Enter the dollar amount of the fund that you would like to sell and select “Continue”.
- Confirm the details of your sell order and select “Confirm”.
- Watch your balance for the transaction to clear in the next few days; once the funds have been added to your balance, you can continue with your donation(s) or rebalance your portfolio.