administration:administration_related_account_setup

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administration:administration_related_account_setup [2024/06/05 18:26] robadministration:administration_related_account_setup [2024/06/10 11:45] (current) rob
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 </WRAP> </WRAP>
  
-{{:administration:racct_admin_setup_1.png|}}+{{:administration:new_related_setup_stp1.png|}}
  
 ==== Step 2 ==== ==== Step 2 ====
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-{{:administration:racct_admin_setup_2.png|}}+{{:administration:new_related_setup_stp2.png|}}
  
 ====== Available Columns ====== ====== Available Columns ======
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 <WRAP center round tip 100%> <WRAP center round tip 100%>
-All the accounts need to be in the same firm.  +  * All the accounts need to be in the same firm.  
-All accounts must be enabled or disabled. (Backoffice only will not work) +  All accounts must be enabled or disabled. (Backoffice only will not work) 
-There is no cross margining. +  There is no cross margining. 
-All clip and position limits are per account. +  All clip and position limits are per account. 
-It is recommended that the risk modes are all the same. Byportfolio is preferred.  +  It is recommended that the risk modes are all the same. Byportfolio is preferred.  
  
  
  • administration/administration_related_account_setup.1717611973.txt.gz
  • Last modified: 2024/06/05 18:26
  • by rob