Entering Orders
Orders Overview
In R•Desktop, an order is a new financial transaction for a client, which your organization must fill and settle. For example, a mutual fund purchase or a demand deposit.
There are a number of ways an order can be placed. The Quick Order Entry method allows you to set up an order on any existing investment in an account with a single click. An order bundle allows you to set up a series of orders and then submit them all at once.
The Order dialog contains a tab container, which provides access to 7 different order types. These types are:
• Bundle
• Equity
• Option Orders
• Fixed Income
• Mutual Fund
• Cash
• Term
Each section in this chapter explains how to set up an order for the order types listed above.
Information in this chapter includes the following: