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Create Mutual Fund Trade File

The Default Trade Actions on the Rebalancing System Settings page allow you to set the defaults for the Trade Actions dialog box on the Trade List page. The Create mutual fund trade file setting controls the default setting for the Generate mutual fund trade file option on the Trade Actions dialog box.

The Trade Actions dialog allows you to select your trading options before sending trades for execution. When selected, Tamarac Trading will select Generate mutual fund trade file by default on the Trade Actions dialog. You can still clear this check box before creating orders to send to the custodian.

The trade file created is based on the account's Mutual Fund Trade Type setting.

For more information on generating trades and the Trade Actions dialog box, see Create Trades and Log Orders.