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Mutual Fund Trade Type Settings

These settings allows you to determine how mutual fund trade quantities are expressed when Tamarac Trading produces the trade file for mutual funds.

The following options are available: 

Setting More Information
Buy options:
Dollars When buying mutual funds, quantities on the mutual fund trade file will be expressed in dollars.
Shares When buying mutual funds, quantities on the mutual fund trade file will be expressed in shares.
Sell options:
Dollars When selling mutual funds, quantities on the mutual fund trade file will be expressed in dollars.
Shares When selling mutual funds, quantities on the mutual fund trade file will be expressed in shares.

For more information on the specific requirements you may have when submitting mutual fund trades, contact your custodian.