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Agreement Search

Executing firms can find, view, edit, copy and add agreements while Carrying firms can only find and view agreement information.

  • To perform an Agreement Search
  1. Select Executing Firm or Carrying Firm under Perspective.
  1. Select the firm you would like to review.

    Input the 3-digit firm id into the text box or make a selection in the drop-down list.

    You can only access those firms for whom you have permission.
  1. Select Search.

Additional Search Criteria

Use the additional search criteria listed below to narrow your agreement search:

Field Description Valid Entry

Agreement Reference Number

Unique alphanumeric identifier for each agreement within the executing firm that identifies all the accounts and rates that are associated with that agreement.

See Search Parameters below.

Customer Name

Customer’s name on the Agreement

Customer Reference Number

Assigned by the executing firm

Carry Account

Provides the ability to view agreements that contain the specified carry account

 

 

Account Memo Field

This field is for informational purposes only.

Opposite Exchange firm

View only agreements by the opposite firm.

Enter the 3-digit firm id in the text box or make a selection in the drop-down list.

Search Parameters

  • Any allows you to search for all items and is the default selection
  • Begins With allows you to enter the first few numbers and/or letters of the item(s) on which you wish to search.
  • Contains allows you to enter a string of numbers and/or letters and search for all items that contain that string
  • Ends With allows you to enter the last few number and/or letters of the item(s) on which you wish to search.
  • Equals allows you to enter the exact item on which you want to search; you can also use “equals” to enter multiple items so that it works as an “is in” option.
  • Free text.