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Sell Funding Source to Account Goal % By Default

The Sell Funding Source to Account Goal % by default system setting allows you to set the default behavior for Only Sell to Account Goal % whenever you create a Buy directed trade.

You can choose:

• Yes. Only Sell to Account Goal % will always be selected when you first add funding sources to a directed trade buy. Funding securities will be sold only to their target weight in the model. You can still clear the check box for each funding source as desired.

• No. This is the default. Only Sell to Account Goal % box will always be cleared when you first add funding sources to a directed trade buy. You can still select the check box for each funding source as desired.

For more information on creating directed trades, see Directed Trades Process. For more information on directed trades strategies, see Strategies Using Directed Trades and Directed Trades Versus Rebalancing.

For more information on quantity and trade types and how they'll affect directed trades, see Trade Type and Quantity Definitions in Directed Trades.