Equity Buy—Order Details tab

R-Desktop : Entering Orders : Entering an Equity Order : Entering an Equity Buy Order : Equity Buy—Order Details tab

The first tab of the equity order process.

Item	Type	Description
Account	drop-down list	Select the account the trade is to be executed on.
Action	drop-down list	Select Buy.
Advisor Notes	text	Info entered here is added to the trailer description section of the order.
Amount	currency	Enter the appropriate amount for preconfigured commission options.
Anonymous	check box	Select check box is the order is anonymous.
Commission	drop-down list/text	Select a Commission option from the list, then enter the appropriate amount for preconfigured commission options in the Amount field.
Date & Time of Client Contact	date/time	Indicates the date and time of the advisors communication with the client. The field is separated into two fields, the date followed by a button to launch the standard date selection popup and then the time. When an order item has been added to a bundle, this field defaults to the Date & time of the client contact field value stored on the Bundle tab.
Exchange	drop-down list	Select the exchange for the buy.
Expiration	drop-down list, date	If the order is to be a day order only, select Day from the list. If the order is to stand for a month, select GT30 from the list. If the order is to use the number of days specified on the “Max. order duration in days” field for the custodian of the dealer in R•Broker Administrator to determine the expiry date from the current system date, select GTD from the list. For any other expiration date, select Other from the list, then click the to open the pop-up calendar, where you can select any date. Note: Depending on license, if GTD is selected, select from the list of valid trading days for the exchange.
IA Code	drop-down list	Select from the list.
INS	check box	Indicates the trade is an Insider trade.
Next Day Order	check box	Select if the order is to be executed on the next trading date. Enabled after a selection is made in the Exchange drop-down list.
Operations Instructions	text	Info entered here is added to the trailer description section of the order.
Order source	drop-down list	Select the order source from the list.
Price	number	Enter a limit price, or enter MKT for a market order.
Pro	check box	Select if the account is a Pro account.
Quantity	number	Enter the number of shares to be purchased.
Recommended/Not Recommended	option buttons	Select Recommended to indicate there was client contact regarding the order.
Security Description	text	Enter a description for the security, if desired.
Settlement Account	drop-down list	Select the demand account the trade is to settle in. Will behave the same way with pending orders.
Source of Funds	drop-down list/text	Indicates the source of funds for the order. This field is a combination of a drop-down to select the source of funds value and a text box to capture an additional comment for the selected source of funds.
Stop Limit/Stop Trigger Price	check box, currency	Combines the Stop Trigger Price order and the Limit order. Once the stop price is reached, the stop trigger price order becomes a limit order to buy at a specified price. The Stop Limit check box must be clicked before an amount can be entered in the Stop Trigger Price field.
Stop Market	check box	Select check box to disable and blank the “Price” field and the existing “Stop limit” check box, to ensure that there is no “limit price” for “Stop Market” orders.
Symbol	text	Enter the symbol of the equity to be purchased.
Trader Instructions	text	Info entered here is added to the trailer description section of the order.
Upcoming Events	button	Enabled if an equity code has been entered in the Symbol field. Opens the Upcoming Events dialog. For more information, see Viewing Upcoming Events.