Learn more about using the CTM UI 3.0 (trade blotter) for trade submission and exception processing with the following documentation:
- pdf Trade Blotter Reference: Investment Managers (4.70 MB)
- pdf Trade Blotter Reference: Broker/Dealers (4.59 MB)
- pdf Trade Blotter Reference: Settlement Notification (5.06 MB)
- pdf Print Confirm Fields (633 KB)
A Trade Blotter Reference for investment managers and broker/dealers is located in Repurchase Agreements (Repos) and requires registration. Go to that area of the site, click Login or Register in the top right area of the screen, and provide a business email to begin the process.