Work with Master Contracts

Watch the Trade Management: Loan Trades Tutorial 

View the "Trade Management: Loan Trades" Quick Reference Guide

 

ClosedView contract details

  1. On the Trades tab, click the Master Contracts tab.

  2. On the Master Contracts list, select a contract.

    • Contract information, including the assigned trades, displays in the Master Contract Details section at the bottom of the screen.

ClosedEdit a contract

  1. On the Master Contracts list, select a contract.

  2. Change information in the Contract Info section as required and click the Save icon.

    • If you change the Master Contract #, the change will also be made on any trades applied to the contract.

ClosedArchive a contract

  1. On the Master Contracts list, select a contract and click Archive.

  2. Click Yes in response to the confirmation message.

  3. To view archived master contracts, select the Archived Contracts option above the Master Contracts list.

  4. To return an archived contract to the Current Contracts list, select a contract on the Archived Contracts list, click Activate, and then click Yes in response to the confirmation message.

ClosedDelete a contract

  1. On the Master Contracts list, select a contract and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

    • The reference to the Master Contract # is also removed from any trades that were applied to the contract.

ClosedExport contract entries to Excel

  1. Click the Trades tab, and then click the Master Contracts tab.

  2. Select one or more contracts, and then click the Excel icon.

ClosedPrint contract entries

  1. Click the Trades tab, and then click the Master Contracts tab.

  2. Select one or more contracts, and then click the Print icon.

See Also

Customize Your Master Contracts View