Review the contents of the Review List panel, which instruct 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 request entry panel for the first account or CUSIP to include in the request.
Click 
. The
request details are added to the request list table. With the
exception of the Account field, the entry panel is cleared.
Repeat steps 1 and 2 for the next account or CUSIP to include in the request.
To add a request for a different account, enter or select the account. Complete the remaining fields.
Repeat step 3 for all accounts and CUSIPs to include in the request.
Verify information for all items are correct.
To change any information for a requested item:
Click in the entry field and make the change.
OR
Click 
. The entry panel is
updated with item details.
Make the necessary changes in the entry panel.
Click
to update the table with the changes.
To delete an item from the request:
Click 
. A Delete Order dialog box is displayed.
Click 
to remove
the item from the request.
To create an order for a requested CUSIP,
click 
/ 
to go to the Buy
Security Ticket / Sell
Security Ticket entry page.
Note: the request information is not
saved.
Click 
when
you have added all items to the request. The Preview
Request view of the page is displayed.
Click 
if the
request is correct. The Request
Placed view of the page is displayed.
To make a change to the request, click 
to return to the Enter Request
Information view.
To cancel the order, click 
.
To return to page from which you selected the request function, click the button in the lower left corner.
Review the Request Placed view, which contains a table with each confirmed request. A linked request number is assigned to each request and displayed in the table.
Click the linked request number to display the Order Detail overlay, if desired.
Click 
or 
to display the Bid
Wanteds blotter (tab) in the Orders
page, if desired.
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