Managing Account Positions

The Account Positions page enables you to review fixed income positions for a specific client account and optionally:

To display account positions and perform additional functions:

  1. Enter or search for a client account. Positions for the selected account are displayed. In addition to position details, live market information is displayed.

  2. Use the available buttons to perform the associated functions. Each is briefly described below:

    Button

    Function
    bidWantedForSelected.png

    Complete a Bid Wanted Request ticket for the selected positions.
    watchSelected.png

    Add selected positions to your Watched Items.
    compareselected.png

    Compare up to five selected holdings side by side.
    buybutton.png

    Complete a Buy ticket for the selected position.
    sell.png

    Complete a Sell ticket for the selected position.

    bidwantedsellfromholdings.png

    Complete a Bid Wanted Request ticket for the selected position.

 

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Related Topics

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About Orders
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Completing a Buy Order
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Completing a Multi-Account Order

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Creating an Internal Buy Order

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Creating an Internal Sell Order

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Completing a Treasury Auction Order