How to Enter Broker Information

You can enter broker information as you enter a new trade.

First, enter a trade into the system using the + TRADE icon in the left-hand corner.

Once you've entered your trade information, you can enter broker information by selecting the MORE drop-down menu.

Next, you can select or search for the company in the BROKER field from the drop-down menu.

When you're finished, press SAVE.

If you'd like to add a new broker, you can do so on the Counterparties screen.