Equity Sell—Order Details tab

R-Desktop : Entering Orders : Entering an Equity Order : Entering an Equity Sell Order : Equity Sell—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 Sell.
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.
Capital Gain/Loss Discussed	text	Indicates the advisor has discussed any potential capital gain or loss that may occur when the order is executed.
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.
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 stand for a year, select GTC 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.
Stop/Stop Limit	check box, currency	Combines the Stop order and the Limit order. Once the stop price is reached, the stop-limit order becomes a limit order to sell at a specified price. The Stop check box must be clicked before an amount can be entered in the Stop Limit field.
Symbol	drop-down list/button	Select from the list, or click Find to search for a security.
Taxes/Fees Discussed	text	Indicates the advisor has discussed any potential taxes or fees that may occur when the order is executed.
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.