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TradeSuite ID Web Interface

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.


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Use the following online resources to learn more about the TradeSuite ID Web Interface 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 Import Confirms Using 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

In This Section

Institutional Trade Processing