Use the Counterparties tab to add, view, and edit a list of counterparties available to your company. You can also add newly added counterparties to multiple broker accounts at one time.
The Counterparties tab provides a shortcut to managing counterparty identification settings.
To add a counterparty:
The counterparty settings fields appear. The displayed settings are different per exchange.
Enter the exchange counterparty identification settings for the counterparty:
To assign an account to a counterparty:
Note: You can also assign a counterparty to an account using the Accounts tab in the left navigation panel.
Click the Accounts tab and click +Add.
The Select Accounts screen appears.
In the Select Accounts screen, click an account to highlight it and click Select.
To edit or view a counterparty:
To delete a counterparty: