You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

Please Follow to below steps to create a brokerage account. 

  1. Open Brokerage account screen.



  2. search screen will be opened this time
     screen will show all the saved brokerage account details.
  3. Click on New button to create a new brokerage account 


  4. New screen will popup to enter the brokerage details
  5. Select Broker name from the broker dropdown
  6. Enter the account number of the selected broker
  7. Select 'instrument types  ( Eg: Futures or options )
    We can see 2 tabs in the brokerage account screen 
    i)Details tab ii)Commission Rates
  8. Select the Market name where the selected broker deals with in Details tab
  9. Select the trader names in details tab
  10. Select the commission tab 
  11.  Enter the market name , enter the effective dates.
  12. If the instrument type is Futures then the the futures rate Type ( Round turn or Half Turn) , Futures commission and Future currency
  13. If the instrument type is option then the Options rate type (Round turn or Half Turn), Options commission and option currency.
  14. 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 . 



  • No labels