Create an Order for Multiple Clients

Advisors can trade stock, options, futures, options on futures and foreign exchanges for Separately Managed Accounts (SMAs) using the Allocation column on an Order Management line.

To create an order for multiple clients

  1. Click the "Ask" or "Bid" price on a market data line to create an order.

  2. Use the Allocation field dropdown list to select an Account Group, Account Profile, or a single account.

    OR

  3. Right-click on the order and select Modify then select Share Allocation.

  4. In the Allocation dialog box, select an Account Group in the Automatic Allocation area, an Account Profile in the Manual Allocation area, or select a single account.

  1. Click OK to complete the order.

  2. To Transmit, click the red "T" in the Transmit field.