HIMIPref™ User Manual
User Data
Creating a Portfolio
Editing a Portfolio
Evaluating a Portfolio
Evaluating Performance
Trade Input
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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


Account Selection

This stage of the tradeInputProcess selects the HIMIPref™ account which is to transact as specified by the tradeConfirmationDocument. The accountSelectionBox is displayed:

The "Account Selection Box"

To select an account, highlight it with a mouse click (the radio buttons provide a choice of accountNumber or accountName) and click "OK"

Note : To add an account to the list, see Creating a Portfolio.