Working with Sweep Records
The Sweep Summary screen displays the details of any existing active or inactive sweep records. Records are ordered by Status (active then inactive), then by Next Date, descending.
Functionality for scheduled sells is similar to the existing functionality for PACs and SWPs except for the following:
• There can only be one active recurring sweep record per currency, per account.
• Payment funding is always 100% from demand in the currency of the sweep record.
• Gross amount of the sweep is calculated at the time the record is executed.
There are no lead times for a sell record and, as a result, an active record can be modified on the day before it is executed.
To work with scheduled sells
2. Select Sweep from the More... list. The Sweep Summary dialog appears.
3. To view or edit the details of a sweep, click the View/Edit button for the record you want to view. The Sweep Details dialog appears displaying the details of the record.
4. To add a new sweep, click Add. The Sweep Detail dialog appears.
5. This dialog is similar to the SWP Details screen. For more information, see
Setting Up a SWP.