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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.

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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