To use the Account List:

1. Click Widgets in the workspace title bar and select Miscellaneous | Account List.
2. Select an account in the Account List widget.

   

   Any opened order entry widgets (e.g., MD Trader) are seeded with the selected account. Any opened order management widgets (e.g., Positions, Audit Trail, etc.) are filtered with the selected account.

   

3. As you select other accounts in the Account List widget, the selected account replaces the previous account in any opened order entry and order management widgets.



Using Account List in a widget group

When you create a widget group that includes the Account List widget, you can use the list to seed the account field in order entry widgets and filter the Accounts column in order management widgets in the group.