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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.