How to create advice Client Order

Step 1. Create a new client order.

Select new client order by clicking the "New client order" icon. Fill out the necessary fields in the "Client Order Entry Window". Order informations: Side(B/S), quantity, instruments, price, order type, tif, broker, handling. Client information: Choose specific instrument.
All the necessary client information should appear in the following text fields: Portfolio, account and fee. If the client has not completed the "Mifid" test the user must do so before continuing.

Step 2. Show Mifid conditions.
If the order is advice order the user has to accept mifid conditions or take the mifid test. Click the "Show Mifid" button to expand the window
and show the mifid informations

Step 3. Accept the Mifid conditions.
Accept conditions by checking in the mifid conditions checkbox. If the conditions have changed you have to take a mifid test.

Step 4. Create and send.
Click "Create and Send" button to finish and create the client order.