ALERT: Broker Alerts

In the Alerts Summary, you can view, discard, or save alerts. If you have read/write access, you can discard an alert from the Alerts Summary page or from the Alerts Summary Filtered by Acronym page. You can save alert details from the Alerts Summary Filtered by Acronym page using the Save to PDF icon.

Viewing Alerts

1. To view the list of alerts for the Broker/Dealer’s acronym(s), click the link in the Number Of Alerts column or select acronyms and click View.

   User the respective column to filter alerts by:

   1. Change Made
   2. Date generated
2. Click the link in the Changes column to view alert details.

Discarding Alerts

1. Select the check boxes for the alerts you want to discard
2. Click Discard.

Note

For optimal performance, discard unneeded alerts regularly.

Saving Alerts

1. Select the check box(es) for the alerts you want to save.
2. Click the Save to PDF icon.
3. Enter a report name on the dialog that appears.
4. Click OK.
5. Retrieve the report on the Reports Run.