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ETF: Trade Relationship Management (TRM)

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Within the Trade Relationship Management system area of the learning center you will learn how to:

  • Log in to the TRM system
  • View the TRM Dashboard
  • Create a new trading relationship
  • Approve or reject a trading relationship 
  • Maintain a relationship contact 
  • Search for a trading relationship and view relationship details
  • Update a trading relationship 
  • Delete a trading relationship