Connections

Connections

Connections overview

In User Setup, a "connection" represents a user's session connection to the exchange for placing orders and clearing trades. The exchange connections must be assigned to an account either as part of configuring the connection or administering or creating an account. After it's completed, the connection can be added to the account, and the account can be assigned to a user for trading. Multiple connections can be added to a single account.

Note: You need company administrator (Full Admin) permissions to add and manage exchange connections.

Use the Connections tab to create and manage exchange connections for routing orders per account. To manage the connections in your trading environment, click Connections from the left navigation pane. At the top of the screen, click +New Connection to create a connection or select an existing connection from the Connections Grid. To edit an existing connection, select one from the Grid after clicking Connections in the left navigation pane.

Note: Connections that are assigned as part of Account administration are displayed in the Connections | Accounts | Account section. You can also assign (add) an account to a connection in this section.

The following tabs appear on the Connection screen when you select or create a connection:

  • Settings — Configure connection settings (account name, account type, exchange-specific order routing settings), and Check connection status.
  • Accounts — Add accounts to a connection, and clone or modify an existing connection.