Step 1. The user needs to create a market order.

Create a new market order.

Step 2. Select the market order.

Go to the "Market Orders View" to see the market order you created.

Step 3. Choose the market order and create a new client order.
Select the order and right click on it to view the market order context menu. Select "Attach to new client order" from the context menu.

Step 4. Fill out the client order details.

After selecting from the context menu the "Client Order Entry Window" appears with all the order information set. Choose the customer as a name. All the information necessary information related to this client should appear in the following text fields: Portfolio, account and fee. If the client has not completed the "Mifid"

terms the trader must do so before proceeding. Once everything is filled click "Create" button.

Step 5. The broker chooses allocation.

After the trader has created a client order and it is filled. Then it is possible to allocate the order to the back office system. Select the new client order in the "Client Orders View" and right click on it. Select "Allocate" from the context menu.

Step 6. Add allocations and send to back office.
After filling out the allocation details then press the "Add" button and then send the allocation to back office by clicking the "Send" button.

Browser not supported