How do I select and deselect the accounts to be included in the allocation order?

Use the full-screen Order Ticket to create an order:

1. Click the Trade menu followed by Order Ticket
2. Select a product type (for example: Stocks, Options, Futures, etc.)…

To assign an Account Representative:

1. From the Home page, click the Contacts
2. Select the client by clicking the “i” info icon next to a contact…

To allocate shares/contracts using a pre-defined Allocation Group from the Advisor Portal:

1. Use the Allocation field drop down list to select an Account Group, a single account or All* accounts.
2. For the selected Account Group, modify the per-order allocation method if necessary. User-specified methods aren't editable on a per-order basis…

Click the Bid or Ask price from a line in the scanner Results Chart to create an order in the Market Scanner Orders tab.

Alternatively, right-click an instrument in the Results Chart and select where you want the order created. Select Order Ticket to use the legacy classic Order Ticket. Select Order Entry to use the Mosaic Order Entry panel…