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Equity Trade File Format Setting

This setting allows you to set the default trade file format for the account when trading equities. While this trade file format will be your default, you do have the option to change the trade file format generated on the Trade Actions dialog box on the Trade List.

When selected, some trade files will show additional fields that must be filled in order to trade using that trade file. Contact your custodian for more information on filling out these additional fields.

You can select which trade files appear on the Equity Trade File Format list. To learn more, see System Settings: Trade File Settings.