This feature allows you to view sell instructions. The screen displays the details of any existing active or inactive sell instruction records. Records are ordered by status (active then inactive), then by entry date, descending.
The screen will display 'No records found' if active or inactive buy instruction records do not exist.
For more information about adding sell instructions, see
Adding Buy and Sell Instructions.
2. Select Sell Instructions from the More... list. The Sell Instruction Summary dialog appears.
3. To view the details of a specific sell instruction, click the instruction’s View/Edit button in the Action column. The sell Instruction Details dialog appears.
4. If you want to change the status of the instruction from Active to Inactive, select from the Status list.
5. If an automated fee defined for the account product is to be waived, click the Waive Automated Fee check box.
6. To view the details of a sell order, do the following:
a) Click the View button. The Order Details screen specific to the type of order appears.
b) Click the Fund To Details tab.
c) Click the View button to view the applicable Fund to Client, Fund to Company, Fund to Fund or the Fund to Term screens.
7. To send an update request to inactivate the sell instruction when the status has been changed to Inactive, click the Update button.