TradeSuite ID on the Web

The TradeSuite ID service provides users with a web-based user interface for the following modules:

  • Broker Trade Input (BTI)
  • Confirm/Affirm
  • ID Directory
  • NearMatch

Use the following documentation and training resources to learn more about each module and view step-by-step instructions about how to perform key functions.



Use the following online resources to learn more about the TradeSuite ID on the Web modules and access instructions about how to use all of the available features:

Watch the videos in this section to learn more about BTI.

Playlist

TradeSuite ID: How to Navigate Broker Trade Input (BTI)

  • 1. TradeSuite ID: How to Navigate Broker Trade Input (BTI)
  • 2. TradeSuite ID: How to Create and Maintain an Import Profile in Broker Trade Input (BTI)
  • 3. TradeSuite ID: How to Create and Maintain an Export Profile in Broker Trade Input (BTI)
  • 4. TradeSuite ID: How to Export Allocations and Modify Data to Import in Broker Trade Input (BTI)
  • 5. TradeSuite ID: How to Cancel Confirms in Broker Trade Input (BTI)

Watch the videos in this section to learn more about Confirm/Affirm.

Playlist

TradeSuite ID: How to Navigate Confirm/Affirm

  • 1. TradeSuite ID: How to Navigate Confirm/Affirm
  • 2. TradeSuite ID: How to Use and Customize Profiles in Confirm/Affirm
  • 3. TradeSuite ID: How to Process Confirms in Confirm/Affirm
  • 4. TradeSuite ID: How to View, Print and Export in Confirm/Affirm
  • 5. TradeSuite ID: How to Affirm Multiple Confirms Using an Import File with Confirm/Affirm
  • 6. TradeSuite ID: How to Interpret the Dashboard

Watch the videos in this section to learn more about NearMatch.

Playlist

TradeSuite ID: How to Navigate NearMatch

  • 1. TradeSuite ID: How to Navigate NearMatch
  • 2. TradeSuite ID: How to Use and Customize Matching Profiles in NearMatch
  • 3. TradeSuite ID: How to Manage Trades in NearMatch
  • 4. TradeSuite ID: How to Customize and Use Retrieve Profiles in NearMatch
  • 5. TradeSuite ID: How to Use and Customize View Profiles in NearMatch
  • 6. TradeSuite ID: How to Export NearMatch Data
  • 7. TradeSuite ID: How to Interpret the Dashboard