Siebel Finance Guide > Managing Financial Accounts >

Placing Trades (End User)

End users can place securities trades using the Trades view in the Financial Accounts screen.

To place a trade

  1. Navigate to the Financial Accounts screen > Financial Account List view.
  2. In the Financial Accounts list, drill down on the desired account.
  3. Click the Trades view tab.
  4. In the Trades list, add a record, and complete the necessary fields.
  5. In the Action field, select a type of trade.

    NOTE:  Based on the action that is selected, another trade information form appears at the bottom of the screen. For example, if the transaction is a stock trade, a Stock Trade form appears and some fields are automatically filled in as you complete the fields in the Trades list.

  6. Complete the fields in the Trades list and the related form beneath it.

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