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HIMIPref™ User Manual
Index
User Data
Creating a Portfolio
Editing a Portfolio
Evaluating a Portfolio
Evaluating Performance
Trade Input
    Change Letterhead
Select Dealer
Select Account
Select Custodian
Select Trade Date
Select Value Date
Select Instrument
Select Sale/Purchase
Select Trade Size
Select Trade Price
Select Commission
Applying the Trade
 
Trade Recommendations
Issue Evaluation

Trade Input
 

Dealer Selection

The dealer specified on the tradeConfirmationDocument is the counterparty to the trade. Therefore, this selection is used to specify to the custodian with whom the exchange of money and securities is to take place.

The dealer is selected via the dealerSelectionBox:


The "Dealer Selection Box"

To select a dealer, simply highlight the dealer name with a single mouse-click and click "OK"

Note : To add a new dealer to the list, see Adding a Dealer

Note : The "Account" at the dealer may be specified through the "Edit Dealer Accounts" selection on the tradeConfirmationMenu|input popup. See Editing Dealer Accounts.

Note : The information printed on the tradeConfirmationDocument with respect to the dealer may be edited via the "Edit Dealers" selection on the tradeConfirmationMenu|input popup. See Editing a Dealer