Reviewing GFID Requests

The following instructions illustrate the process for authorized clearing firm Admin Managers to review GFID requests submitted by executing firm users.

  1. To review Globex Firm ID requests:
  1. From the Request Center (ESS) menu, select My Requests (ESS)Closed , select the Approvals tab, then select a linked request that is pending a decision (Status: In Progress).

  1. On the request details screen review GFID details, related details (e.g. confirm / update Exchange Clearing Number) then select a decision (Approve/Cancel).

Note: For position accounts (clearing firm ID is different than the executing firm ID) a second Exchange Clearing Number can be selected.

  1. To finalize review and GFID creation, select Submit.

A notification banner appears and email confirmation sent to the requestor and clearing firm admin manager.