Operation & Navigation

01

What happens if I own a stock that has been delisted?

02

How do I view my orders?

03

How do I cancel my orders?

04

Why was my order rejected?

05

How to execute an order?

06

How to view my portfolio?

07

How do I request an exchange limit increase?

08

How to manage your data and account settings on Avenue?

01

What happens if I own a stock that has been delisted?

The delisting of an asset from the stock exchange can occur due to a decision from the American government, the stock exchange, or the issuing company itself.
If a stock you own is delisted, you can only sell it over the phone by contacting our call center:
+1 (786) 220-7233 (US)
+55 11 4380-7897 (Sao Paulo)
4005-1108 (Capitals and metropolitan regions – BR)
0800-760-0330 (Other regions – BR)
When an asset is delisted, the market data on the platform no longer reflects the current share trading price. Contact us if you choose to sell the paper and the sale can be made directly by the trading desk.
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02

How do I view my orders?

Click on “Investments” > “Orders” tab, you will be able consult all the requested orders. You also have the option to classify them by:
Type: All, Buy or Sell.
Status: all, accepted, new, partially complete, complete, canceled, rejected..
By clicking on each order you will have access to all the details of the operation.
In the tab Reports, you can check your Brokerage Account Statement which contains information such as: date of purchase, schedule, liquidation date, purchase/sale description, acquisition value and total account balance. Through the Avenue app, you can check the descriptions of submitted orders by clicking on “Hi, your e-mail”, then click on “My orders”.
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03

How do I cancel my orders?

Go to the ORDERS tab, where you can cancel only those orders that are in the “Open” status. Click CANCEL and a confirmation window will appear with the description of the asset and the order value. To finish, click on CANCEL ORDER.

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04

Why was my order rejected?

The most common reasons for order rejection:
• Asset not traded on fractional;
•Place an order with the market closed (market opening hours: 9:30 am to 4:00 pm – EST time);
• Insufficient funds/ currency exchange not yet settled (check if the funds are available to trade) – currency exchange D+1 will only make the funds available to trade on the next business day;
• Account freeze for Good Faith Violation (to find out more, go to https://avenue.us/?s=good+faith&post_type=faq);
• Assets are no longer listed in the stock exchange.
To verify the cause of an order rejection, go to the “Investments” > “orders” tab, then click on the rejected order.
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05

How to execute an order?

Below is a step-by-step guide to assist you on buying and selling operations on the platform:
1 – After logging in, click on the “Investments” > “Self-Directed” tab.
2 – To include new assets, you can search for the company name or the asset code (ticker). Click the plus sign (+) Add new instrument, to add a new asset, then type the company name or code you are looking for, and then click the plus sign.
If you just want to see asset information, click Find Asset.
All the included assets will be in the “Investments” tab for you to follow the quotes. If at any time you want to delete a previously selected asset, just click on delete to remove it from your selection.
3 – After adding the assets, return to the “Investments” tab, and the asset will already be available in your selection. In the bottom of the page you will see the ETF’s separeted.
To send an order, it is necessary to click on the asset table, which will provide more information about it. Graphs and Additional Information about the Company – such as market value, billing, dividend yield, among others, will be available for reasearch.
4 – Once the asset is selected for purchase or sale, it is possible to choose between four types of orders:
Market order – the market order executes immediately at the best available price, without guaranteeing a specific price. The best price follows the “National Best Bid and Offer” (NBBO) which is the US regulation that obliges brokers to negotiate the best “bid” and “ask” available on the market for their clients, at the time of execution.
The market order (quantity) – for purchase or sale: you will need to fill in the desired amount starting from right to left.
The market order (value) – not available for sale: you will need to fill in the estimated value (US$) you wish to invest in the asset
Please note that the minimum value of an order is 5 dollars and that it’s possible to trade a fractional amount of a share in the stock market, not just the total amounts of an asset.
Limit Order – The limit order consists of determining the amount for which the investor intends to buy or sell the asset. The execution will be subject to the equivalence between the purchase / sale amount informed by the investor and the active value in the market.
Stop Order – the stop order consists of placing a “trigger” on the market so that when the price of an asset reaches or passes the stipulated value, this mechanism is triggered, and the programmed order is sent to the market.
IMPORTANT – Chat or e-mail orders will not be accepted. To send orders through Avenue, the customer must submit them directly through the logged online access, if necessary, contact us through our customer service phone number.
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06

How to view my portfolio?

In the My Account tab you will find your complete portfolio, with the current value of your investment portfolio. At the top of the page you also have quick access to your last orders sent and the current status.

Below is your Balance – that is, your available financial resources, both in reais and in dollars.

In Shares you can consult the positions in shares, REITs or ADRs that you have acquired, their respective values, quantity and profitability.
In ETFs you have access to the investment funds that make up your portfolio.

By clicking on the asset icon, you will have the following information: graph view, position, additional and company information. On the right side of the screen, the ticket will be available for buying and selling assets.

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07

How do I request an exchange limit increase?

You can request a limit increase through the following path: tab Exchange > Change Limit or through the Profile (icon available at the top of the page next to the chat) > Exchange Limits.
You must upload a copy of your ID (RG or CNH documents), proof of residency for the past 3 (three) months. We will not accept proof of residence on behalf of a third party (except on behalf of your spouse or on behalf of your parents if you are single).
Once the documents are annalyzed, the annual exchange limit available will be updated to up to US$ 18,000 per year.
If you already have this limit approved and you want to increase it even more, you will need to upload your last income tax return together with the delivery receipt. This way we will be able to adjust your limit based on the declared income and assests.
After uploading any document, it is necessary to return to the “Exchange Limits” tab and request the increase by clicking on “Request change”. The process is simple and fast!
The calculation for the exchange limit, based on your tax returns, is calculated according to the amount received in the last year (50% of net income) added up to your liquid assets (funds, savings, stocks and other assets with imediate liquidity).
Important: If the calculation based on your tax return shows an amount lower than US$ 18,000, your exchange limit may be reduced to be in accordance to the financial capacity attested to in your documents and it won’t be possible to return to the previous level.
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08

How to manage your data and account settings on Avenue?

Login to your account and follow the next steps: Profile > Security. Here are some important features:
– Enable code via SMS or via App (token).
– Enable MFA – sending the authentication SMS (token) can be disabled by logging into your account. Although we offer this option, we do not recommend it, as SMS authentication makes access to your account more secure. If you choose to disable SMS, know that only you (customer) have the power to disable this functionality.
– Change password – enter your current password, then the new password and confirm it later. Click “Change password” to confirm. It is important to note that the password must contain at least 8 characters, one character with a capital letter and at least one of the symbols: @ # $% &
If you have started your registration and do not remember the registered password, you can click on “Forgot my password”, enter your e-mail and a token (code) will be sent via SMS to your registered cell phone that will enable the registration of a new password.
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