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Advisor Allocations

An allocation method can be defined during manual ticket entry, and this designation is retained with the order and applied when the order fills.



To allocate shares

  1. From the Manual Ticket Entry panel, create a ticket.
  2. In the Allocation field, use the drop-down picklist to choose an allocation group, profile, or a single account.

As the order is processed, the assigned allocation remains and is applied when the order fills.

Important Disclosures