Trading Limits
Instructions
You may set trading limits on sub accounts to control the size and amounts that authorized traders can trade. When entering trading limits in the Org Portal, your entries are effective as of the next business day.
To view and set trading limits please take the steps outlined below.
-
Under the Configuration section on the right hand side of the client contact page, select the
icon next to Trading Limits
-
Input any Order Value Limits
-
Dollar Value Per Order - The total value of any one order, in millions of dollars. For example, a value of .5 = a limit of 500,000 USD.
-
Net Dollar Value Per Order - The net value of buys and sells for an entire trading day, in millions of dollars. For example, if you bought 50 million and sold 15 million in a day, the net dollar value for that day would be 35 million.
-
Gross Dollar Value Per Order - The aggregate value of buys and sells for an entire trading day. For example, if you bought 50 million and sold 15 million in a day, the gross dollar value for that day would be 65 million.
-
-
Input any Order Quantity Limits
-
Cash, Stock, Futures, Options, Futures Options (FOP), Warrants, Bonds, CFD, or Dutch warrants (IOPT).
-
-
Input any Exchange for Physical Limits
-
Maximum Nominal Exchange for Physical Per Order - The total value of any one Exchange for Physical (EFP) order, in millions of dollars.
-
Maximum Nominal Exchange for Physical Per Trades - The total value of EFP buys and sells for an entire trading day, in millions of dollars.
-
Maximum Gross Exchange for Physical Trades - The aggregate value of EFP buys and sells for an entire trading day. For example, if you bought 50 million and sold 15 million in a day, the gross dollar value for that day would be 65 million.
-
-
Press Continue to save these changes.