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NOTES:
If you do not have an existing Futures Broker, please create one by following this steps: How To Create Futures Broker
If you do not have an existing Futures Market, please create one by following this steps: How to create a new future market
If you do not have an existing Trader (Sales Representative), please create one by following this steps: How to Add a Sales Representative type Salesperson


Please Follow to below steps to create a brokerage account. 

  1. Go to Risk Management > Maintenance Section > Brokerage Accounts

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  2. In Search Brokerage Accounts Screen, click New Button
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  3. In New Broker Account Screen, populate details:
     - Select
  4. Open Brokerage account screen.
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  5. search screen will be opened this time
     screen will show all the saved brokerage account details.
  6. Click on New button to create a new brokerage account 
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  8. New screen will popup to enter the brokerage details
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  9. Select Broker name from the broker dropdown
     - Enter the account number of the selected broker
     - Select ' instrument types  ( Eg: Futures or options )
    We can see 2 tabs in the brokerage account screen 
    i)Details tab ii)Commission Rates
     - Select the Market name where the selected broker deals with in Details tab
  10. Select the trader names in details tab
  11. Select the commission tab 
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  12.  Enter the market name , enter the effective dates.

  13.  - In Trader/Salesperson Panel, select the Trader
     - In Commission Detail Panel:
             + Enter the Market Name
             + Populate the Effective Dates
             + If the instrument type is Futures then the the futures rate Type ( Round turn or Half Turn) , Futures commission and Future currency
    If          + If the instrument type is option then the Options rate type (Round turn or Half Turn), Options commission and option currency.
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  14. Click Save Button.Click on save.
    As mentioned in beginning we can see this saved record on search screen . If the user want to view the details select the same and click on open selected button . 
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