1. Create a new dealing

Create a new dealing from your Landing page.

What to do

  1. From your Landing page, select the + New Dealing button to create a new dealing.

 

create a new dealing
  1. A New Dealing page will open.
new dealing page

Visit the other pages in this section to learn how to enter client reference and settlement date details, and how to add, edit, or remove instruments or roles.

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