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Transaction Viewer - View Trades

  • To access the Transaction Viewer window:
  1. Select Transaction Viewer option from the menu bar.
  2. When you select the Transaction Viewer menu option, you will see three sub-menu options:
  • View Trades – Select this option to view trades for the current and prior month.
  • Add Trades – Select this option to enter trades.
  • Trade Rules – Select this option to search for existing relationships or to create new relationships.


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