Single Exchange and Across Exchange Modes

When using the Account Maintenance – View screen to create or edit Main Accounts, the User will be able to perform these functions either for a single Exchange or for multiple Exchanges at once by selecting one of the following:

• Single Exchange Mode – This is the default mode which allows the User to apply changes to the single exchange under which the search was executed.
• Across Exchange Mode – This is an optional mode which allows the User to apply changes across multiple exchanges. Therefore, this mode can be used to create or update account information that is the same at multiple exchanges. This feature is enabled by selecting the radio button for the “Across Exchange Mode”. This mode does not apply to DME .

The actions allowed within each mode are summarized in the following table:

Location	Action	Single Mode	Across Exchange Mode
Main Account Details	Copy Main/Trade Account(s)	X
	Expire Main Account	X	X
	Edit Main Account	X	X
	Add/Modify Trading Account(s)	X	X
Account Owner	Add Owner	X	X
	Copy Owner(s)	X
Controllers	Add Controller	X	X
	Copy Controller(s)	X

Across Exchange Mode

When this mode is selected, the User will need to perform the following additional selections:

1. Exchange Selection: Select the additional Exchange(s) to which the changes should be applied. Note: The other exchanges the User has been granted security access to will be available for selection, based on what exchange the User is in; for example, if the user is in the ‘CME’ exchange, selecting this mode will display CBOT and NYMEX, if the user has security access to those exchanges.
2. Firm Selection: After the exchange selection is complete, select the appropriate firm for each exchange (the firm number under which the account is/will be registered).

NOTE: Firms available for selection are also based on the User’s security access and only one firm per exchange may be selected.