Expired Options

Considerations

If this alert displays on the Check-Up page, it means that your portfolio might be missing 'Expired' option trades. Most brokerages do not send a closing trade when an option expires. If you did not sell the positions, then you need to record an expire trade in order to close the positions.

 

Procedure

To record Expired option trades from the Check-Up page:

  1. Click the Show button next to the Expired Options alert. The Check-Up: Expired Options page displays.

  2. Select the account for which to view expired options from the Account list.

  3. Click the checkbox to the left of each option to confirm that it has expired. To select all of the options, click the Include checkbox.

  4. Click the Record Changes button to record an expired trade for each of the selected options.

 

Example

Click here to view an example of the Check-Up: Expired Options page.

 

 

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