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Filter Options (Trades on Hold)

Use Filter Options on the Trades on Hold page to filter what trades you see on the page. Select a target trade date or date the trade was placed on hold to determine the trades on hold you want to view.

Every time you load the Trades on Hold page, the Target Trade Date automatically resets to Today. If you don't see the trade you're looking for, check the date filter to confirm it's set to the correct target trade date.

You can choose:

• Target Trade Date. Choose one of these options to filter by the Target Trade Date for the trades on hold. When you select Target Trade Date, you then choose what range you want to see. Your options are:

  • Today Lists all trades on hold where the Target Trade Date was set to today's date.

  • Overdue Lists all trades where the Target Trade Date was set to yesterday's date or before.

  • All Lists all trades on hold.

  • Date Range Lists all trades where the Target Trade Date was set to a date range of your choosing.

• Trades Placed on Hold Today. Choose Trades Placed on Hold Today to list all trades placed on hold on today's date, regardless of the Target Trade Date specified.
  

For more information, see Trades on Hold.