Edit Account Number - Equities
The Equities tab on the Edit Account Number dialog allows you to select the desired account number you want to use for your Equities account orders & positions, and strategies.
Access from the Customize Account Orders & Positions dialog and click Account No. The Customize Account Number dialog is displayed.
Equities Account No.
Contains the Equities account number(s) associated with the active window.
- Select the desired account number from the drop-down list box. The selected account number will be used by Strategy Automation and Account Orders & Positions for Equities symbols.
You can also use the right-click shortcut menu item for Account Numbers for Orders and Positions to select the account to use for an asset class.
Set as Default - Check this setting to apply these settings as the default for all future Account Orders & Positions.
Click OK to apply changes or Cancel to exit without changes.