Completing a Multi-Account Order

Review the contents of the Review List panel, which instructs you to review the contents of the Bond Details panel. If the selected bond is a muni, click the Material Events link (  )  to display and view material events for the bond.

Complete the instructions in the Review List panel to enable the button, located in the lower right corner of the page.

Click the button to continue. The Enter Account Information view is displayed.

Complete the Account Entry panel.

• Be sure to complete all required fields, which are identified by asterisks.

• Review any text below the entry fields to verify you have entered valid values.

• Use the Help glossary if you need additional information about a field.

• Click the linked issue description to view the Bond Offering Detail tab for the CUSIP, if desired.

• Hover over the issue description to view the Bond Detail rollover, if desired.

Click to calculate the order details, if desired. The information is displayed in the Order Information panel.

Click . The Account List panel, which contains details for the order, replaces the Order Information panel. Default information only is displayed in the Account Entry panel.  

Complete the Account Entry panel again for the next account included on this order.  

Repeat C and D for each account included on the order.

Review each line item in the Account List panel. Delete or edit items as necessary.

• To delete an account from the order:

• 1. Click the Delete icon (). A confirmation message is displayed.

  2. Click to remove the account from the order.

• To edit the order for an account, click the field you want to modify and make the necessary corrections.

Click . The Preview Order view is displayed.

• To cancel the order, click .

• To return to the Review Bond Details view if present, click .

• To cancel the order, click .

• To return to the Enter Account Information view, click .

Review the Order Placed view, which contains:

• A confirmation message that indicates how many orders were placed.

• An Orders Placed tab which includes:

  • An order number for each account order that you can use to track the order in the blotter and mini-blotter.

  • A line item for each account order that displays order details and the order status.

• An Orders Not Placed tab which includes:

  • A line item for each account order not placed

  • The error condition that prevented the order from being placed.

Click a button to continue. Click:

• to display the Orders page to view additional order status details.

• Click to display the Search Results page to select other bonds for additional action.