View Agreements, Rates, Messages, and Notes

User Help System

View Agreements, Rates, Messages, and Notes

After performing a basic or advanced search, you can view agreements, rates (executing firms only), messages, and notes for the trades displayed in the result set.

View Agreements

To view agreements:

Select View Agreement from the drop-down:
Select the trade.

You will be redirected to the Agreement Maintenance page.

To return to the trade details:

Select Transaction Viewer.
Select View Trades.

View Rates

To view rates (Executing Firms only):

Select View Rates in the drop-down:
Select the trade.

You will be redirected to the Agreement Maintenance page.

To return to the trade details:

Select Transaction Viewer.
Select View Trades.

View Messages and Notes

View messages and notes for information on why a transaction was rejected by the carrying firm.

To view messages and notes:

Select View Messages from the drop-down.
Select the trade that has been rejected.

You can then preview the message entered by the carrying firm.

Note: The message contains who rejected the transaction, the reason it was rejected, and the date it was rejected.

Note: The executing firm has to wait until the carrying firm re-accepts the transaction. The executing firm can leave notes indicating that they have addressed the issue with that particular transaction.

To leave a note, enter the text in the Note text box.

Select Update.