You can add bonds to a list from the Search Results page or the Bond Offering Detail tab.
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Adding bonds to a list from the Search Results page of the Bond Offering Detail tab is different than adding a bond to a list in the View List page. When you chose to add a bond in the View List page, you can add a bond that is not currently found on the ATS. You might want to add a bond that your client currently owns or a bond that you have made a watched item waiting for an offering to become available. |
To add one or multiple bonds to a list:
Select the bond or bonds to add to the list.
To add multiple bonds:
Select the check box for each bond you want to add to the list in the Search Results page.
Click the down arrow in the
Add Selected To button
(
) to display
the list types.
Select the list type from the drop down menu.
To add a single bond:
Click a linked issue description to display the Bond Offering Detail tab of the Bond Offering Detail overlay.
Click the down arrow in the
Add Bond To button
(
) to display
the list types.
Select the list type from the drop down menu.
The Add to <list type> List dialog box is displayed, where <list type> is the list type you selected.
Select the list to which you are adding the bonds.
To add the bonds to a new list, select the New <list type> List option. The current date and time are displayed. Enter a new name for the list in the entry field.
To add the bonds to your most recently created list during your current workstation session, select the Current List option.
If you have saved this list to a name, that name is displayed in parentheses next to the radio button name.
If you haven't saved a list during your current session, this radio button is inactive.
To add the selected bonds to an existing list, click Saved <list type> List. Then click the down arrow to display a drop-down list. Select the name from the drop-down list.
Select your next action.
To add your current selections to the list and then view the list, click Add & Go to View List. The View List page is returned and displays the name of the list if you entered one. If you didn't enter a list name, the date and time you created the list are displayed.
To add your current selections to the list and continue selecting bonds, click Add & Continue. The Add to <list type> List dialog box is closed. Repeat all steps to include additional bonds in your list.
To discard your selections, click Cancel. The dialog box is closed and no bonds are added to a list.
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