Adding a Bond to a List

The Add Bond button () is available in the View List page to enable you to add additional bonds, one at a time, to the current list.

Adding a bond to a list in the View List page is different than adding bonds to a list from the Search Results 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 watched item that is waiting for an offering to become available.

To add a bond to a list in the View List page:

1. Click . The Add Bond overlay is displayed.

2. Complete the CUSIP and Quantity fields.

3. Complete the Price/Yield field:

   1. Select the radio button that identifies the valuation method you want to use.
   2. Enter the value based on your selection in the now named Price/Yield (user input) field.
4. Complete the remaining fields as necessary. The remaining fields are optional.
5. Click Add to List. The Add Bond overlay closes and the bond is added to View List page table.

Related Topics

	Creating a Reminder List
	Creating an Offer Sheet
	Creating a Ladder