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Create Sleeve Accounts Through an Upload

Contents

Introduction

Once you've enabled sleeve-level reporting in your accounts and models, there are two ways you can create sleeve accounts:

1. Log trades and sync the account to solidify allocations; your sleeve groups will then appear after the next day's sync. For more information on this option, see Allocate Holdings into Sleeve Accounts.

2. Create sleeves using the Sleeve Level Information upload data set.

In this topic, we'll discuss the basic process of creating sleeve-level reporting accounts through upload.

For more information on uploading data, see Uploading Data.

Use the Sleeve Level Information Bulk Report for Reference

One method of ensuring your uploaded data is accurate is to use a corresponding bulk report as the basis for your upload. The Sleeve Level Information bulk report displays these fields you'll need to create sleeve accounts through upload:

• Upload Sleeve ID (this must match the Upload Sleeve ID in all your sleeve-report uploads)

• Sleeve Description

• SLM Description

Create Sleeve Accounts Through Upload

To create sleeve accounts using upload, follow these steps:

1. On the Setup menu, click Upload.

2. In Add an upload data set, select Sleeve Level Information. Use the Data Specifications link to learn important information about each field.

3. Click Add.

4. In the Data source list, choose whether you want to upload a file by selecting File or copy and paste the data by selecting Copy & Paste.

5. Add an optional Description to describe the upload, if needed.

6. Using your prepared data, select the data file for upload or copy and paste the data into Copy & Paste.

7. Click Upload.

Your sleeve accounts will appear after your next sync.

After the Upload

The Sleeve Level Information data set won't allocate holdings in the sleeve accounts. This upload only establishes the models that will serve as the basis of the sleeve accounts. To allocate your sleeves, log trades in the parent account and sync, which will send allocations to the proper sleeve accounts. You may also allocate holdings using the Sleeve Account Allocations upload data set.

For more information on setting up and using sleeve-level reporting, see the following:

• Allocate Holdings into Sleeve Accounts

• Manage Sleeve Accounts

• Workflow: Create Sleeve-Level Reporting Accounts