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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.
- Go to Risk Management > Maintenance Section > Brokerage Accounts
- In Search Brokerage Accounts Screen, click New Button
- In New Broker Account Screen, populate details:
- Select Open Brokerage account screen. - search screen will be opened this time
screen will show all the saved brokerage account details. - Click on New button to create a new brokerage account
- New screen will popup to enter the brokerage details
- 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 - Select the trader names in details tab
- Select the commission tab
- Enter the market name , enter the effective dates.
- 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.- 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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