Add or Edit Order Initiator

Introduction

Each order has an initiator. If you need to add or edit an initiator, the relevant information can be found in this document.

Matching User type with Order transaction type.

There are several types of initiators in the system. The following shows which order types are available for specific initiator types:

Detailed table here:

Order type	Order group	Client	Manager
Cash
Buy	Trade	+	+ (Portfolio managers)
Sell	Trade	+	+ (Portfolio managers)
FX	Common	+	+ (Portfolio managers и Managers with a company that is listed on the portfolio)
FX Product	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Fee	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Withdrawal	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Investment	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Internal Payment	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Transfer
Security Transfer	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Cash Transfer	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Internal Transfer	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Deposit
Open Deposit	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Increase Deposit	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Decrease Close Deposit	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Blocked	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Loan
Open Loan	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Increase Loan	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Decrease Close Loan	Non Trade	-	+ (Managers with a company that is listed on the portfolio)
Security
Virtual Security Transfer	Trade	+	+ (Portfolio managers)
Bond Redemption	Corporate Action	-	+ (Managers with a company that is listed on the portfolio)
Product Subscription	Trade	+	+ (Portfolio managers)
Income	Corporate Action	-	+ (Managers with a company that is listed on the portfolio)

How to add an order Client initiator

Go to the Portfolios section and select a portfolio.
In the Portfolio, go to the "Authorized Persons" tab and click "+".

Go to the Add Client section.

Fill in the required fields marked with "*" and click Save.

Learn more here on how to manage Authorized Person.

How to edit an order Client initiator

Go to the Portfolios section and select a portfolio.
In the Portfolio, go to the "Authorized Persons" section, click "…" and select the button Edit.

Edit the data and click the Save button.
The Client had been created successfully.

How to add an order Manager initiator

Go to the Portfolios section and select a portfolio.
In the Portfolio click "…" and select the button Edit.

Toggle Edit and in the "Managers Commissions" tab, click "+ Add Manager".

Fill in the required fields marked with "*" and click Save.

How to edit an order Manager initiator

Go to the Portfolios section and select a portfolio. In the Portfolio click "…" and select the button Edit.
Toggle Edit and in the "Managers Commissions" tab, click the "..." button and select Edit.

Change the data and click Update.

How to create a Manager

Follow the link to find the process of a Manager creation.