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Create Allocation Templates

Templates allow you to quickly define allocations with a single selection.

To create a template

  1. From the top right corner of the Post Trade Allocation window, click Configuration.

  1. In the Configurations page, enter a name for your new template in the Template Name field.

    2. The allocation matrix seen below displays asset types along the top row, and destination accounts in the farthest left column. The number of columns/row that you see will depend on the approved pairs of asset types/clearing instructions defined for the account.

  2. Enter allocation percentages and click Save.

注： Select an Odd Lots recipient to which odd lot allocation amounts will be sent. The saved template will now be available in the Choose a Templates dropdown list on the Post Trade Allocations page.

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