Click Manage in the account line to add individual securities
Portfolio Editor tab will pop to take this action:
Add ticker or firm
Click Add to Portfolio
Assign % weight
Click Save Pending Changes to establish the new allocation in the account
The weight value is going to be a percentage of the overall tradeable Account Value. To view pending or past trades, toggle the button to Order History.
⚠️ Common Mistake
Over-allocating unintentionally