View Accounts

After executing an agreement search, you may view accounts.

  1. Select View Accounts from the drop-down.
  2. Select an agreement.

Executing Firms can define specific accounts under an agreement, which will all be charged by the same rate set. Carrying Firms can reject and accept accounts.

  1. Select Continue to Accounts.

Note: If there is a message associated with the Rate Set, select View Messages. This will display a read only view of the message entered. Under Rejection Messages you can add a note and select Update.

To view the user information, select the View User Info hyperlink. This will display a read only view of the user that rejected the Rate Set.


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