How to add preferred trading account as default

Please make sure to login to trading.

If you have access to more than 1 Portfolio (account) this will be displayed in the Trading Status window as illustrated below.

Example with Portfolios “InstClient1” and “InstClient2”

Trading institutional client

In the Order Entry window

When placing an order, you will be able from the Order Entry window, to select which Portfolio to trade either as default for instrument or market;

1. Select your preferred Portfolio and right-click

Select preferred portfolio

2. Set as default for instruments

Select default portfolio


In the click Trading window

Its identical structure in the click trading window.

click trading window