Creating and managing risk groups

In Setup, you can create risk groups using the More | Risk Groups tab in the left navigation pane. After creating a risk group, you can select it in the data grid and use its additional tabs to:

• Modify risk group settings
• Add or remove risk group accounts
• Add or modify credit limits for a risk group
• Add or modify position limits for a risk group

Creating a risk group

To create a risk group:

1. Click More | Risk Groups in the left navigation pane.
2. Click + New Risk Group at the top of the Risk Groups screen.
3. Enter a user-defined name, an optional description, and uncheck Disable Trading. A risk group name is required.

   

4. Click Create.

   The risk group appears in the data grid and the Settings tab is displayed.

   

5. Click the Accounts tab and click + Add.

   

6. Select one or more accounts and click Select in the Select Accounts screen.

   

7. Click Save Changes.
8. Click the Credit tab and configure credit limits for the risk group.

   

9. Click Save Changes.

   Confirm the change by clicking Continue and Save in the dialog box.

   

10. Click the Limits tab to configure position limits for the risk group.

    

11. Click Save Changes.

    Confirm the change by clicking Continue and Save in the dialog box.

    

Modifying risk group settings

1. Click More | Risk Groups in the left navigation pane and select a risk group
2. On the Settings tab, you can:
   • Rename the risk group
   • Add a description
   • Check or uncheck the Disable Trading checkbox. When checked, accounts in the risk group cannot submit orders.
3. Click Save Changes.

Adding or removing risk group accounts

When a parent account is removed from a risk group, all of its child accounts are also removed.

1. Click More | Risk Groups in the left navigation pane.
2. Select a risk group in the data grid and click the Accounts tab.
3. To assign additional accounts, click + Add.

   

4. Select one or more accounts and click Select in the Select Accounts screen.

   

5. To remove an account, select one or more accounts and click x Remove.

   

6. Click Save Changes.

Adding or modifying credit limits for a risk group

1. Click More | Risk Groups in the left navigation pane.
2. Select a risk group in the data grid and click the Credit tab.
3. Add or change the credit limits for the risk group.
4. Click Save Changes.

Adding or modifying position limits for a risk group

1. Click More | Risk Groups in the left navigation pane.
2. Select a risk group in the data grid and click the Limits tab.
3. Add or change the position limits for the risk group.
4. Click Save Changes.