Account Lookup.


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Description
Financial specialist Account Lookup Web Exchanging Customer Access Account Review Gives customers a diagram of their portfolio/family unit Rep Data Customers rep contact data Firm News Firm controlled messages to particular customers or customer gatherings Charts Graphical outline of record
Transcripts
Slide 1

Speculator Account Lookup Online Trading Client Access

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Account Overview Gives customers a review of their portfolio/family unit Rep Information Clients rep contact data Firm News Firm controlled messages to particular customers or customer gatherings Graphs Graphical diagram of record Indices Overview of Market Indices

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Choose from the menu of activities Buy Stock Trading Simple exchange structure with redid business rules 100 IBM Choose from the menu of Order Types Choose from the menu of Time In Force Options

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Trade Overview Gives customers an outline of the exchange expansion, give customers a decision of execution notice

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Options Trading Buy/offer alternatives Buy To Ope Choose from the menu of activities 50 IBM Choose from the menu of Order Types Choose from the menu of Time In Force Options

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Complex Options Trading Buy/offer complex choices with straightforward method clarification nearby to help

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Complex Options Trading After selecting procedure pick choices

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Complex Options Trading Order execution affirm

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Buy Choose from the menu of activities Mutual Funds Buy/Sell/Exchange Funds 10 IBM

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Balances & Positions Detailed review of all parities & possessions Print/Refresh Page/Download to Excel Click on any security from any territory inside of Investor and a pop-up permits you to exchange or get quotes, outlines, news, organization profile

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Order Status Detailed diagram of the status of all exchanges inside of customers record Quickly adjust or cross out Open Orders

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Account Activity Detailed diagram of all exchanges inside of customers record.

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Portfolio Tracker Detailed review of customer portfolio

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Portfolio Tax Lot Summary Client can view acknowledged and undiscovered additions and misfortunes

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Projected Cashflow Automatically compute future income in view of possessions in your portfolio

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Quotes Unlimited deferred or constant quotes

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Historical Quotes Unlimited itemized authentic quotes

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Detailed Quote Detailed quote and chart of any value

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Last 30 Trades Detailed posting of customers last 30 exchanges

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Company News postings on any organization

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My Records Allows customers to view account data.

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At Legent Clearing, one size doesn\'t fit all.â  We separate ourselves from theâ others by giving adaptable, customizedâ solutionsâ for your uniqueâ business needs.â  We see how hard you’ve attempted to separate your firm from other merchant merchants and cut out a fruitful spot in the monetary industry.â  Why settle for a framework that just doesn’t match your needs and expenses you more than it ought to? .:tslid

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