Cancellation Tutorial

Navigate

1. New Navigation Links

  • Cancel Trades
  • View Cancelled Trades

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2. View Cancelled Trades

  • Select View Cancelled Trades to see all cancelled trades for the current business day.

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Cancel

1. Cancel a Trade

  • Select Cancel Trades or View Held Trades from the left-hand navigation panel.

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2. Cancel a Trade (cont’d)

  • Click the Cancel button next to the trade you wish to cancel.

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3. Cancel a Trade (cont'd)

  • Click Yes to cancel the selected trade.

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4. Cancel a Trade (cont'd)

  • A green confirmation message will appear once your trade has been cancelled successfully. You will also receive a “Cancel Confirmation” number.

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Re-Create

1. Re-create a Cancelled Trade

  • Select View Cancelled Trades from the left-hand navigation menu.

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2. Re-create a Cancelled Trade (cont'd)

  • Click the Re-create button next to the trade you wish to re-create.

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3. Re-create a Cancelled Trade (cont'd)

  • Click Yes to confirm your selection.

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4. Re-create a Cancelled Trade (cont’d)

  • Review the Trade Entry page. If necessary, the trade can be modified by simply changing the funds and/or allocation amounts.
  • Click Preview.

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5. Re-create a Cancelled Trade (cont’d)

  • Review the Preview Trade page. If necessary, the trade can be modified by clicking the Back button.
  • Click Submit.

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6. Re-create a Cancelled Trade (cont’d)

  • Print Confirmation page if desired.

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Any overviews herein are intended to be general in nature and do not constitute tax advice or legal advice. Please consult your tax advisor, the IRS and/or state and local tax offices for more complete information.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC ("GFIA") and Guggenheim Partners Investment Management ("GPIM"), the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.