Create, Close, and Delete Accounts

Learn how to create accounts in Tamarac Trading, including test or prospect accounts.

Custom Fields

Learn more about creating custom fields within your accounts. You can create these fields to track any points of data not already tracked within Tamarac Trading. You can then create searches for these custom fields, add them to some bulk reports, and track their histories.

Using Working Lists

Learn more about creating and using working lists. Working lists are a list of accounts and/or groups you can create for any reason that don't require any common characteristics. These lists can then be used to filter pages throughout Tamarac Trading.

Configure the Default Account Template

Learn how to configure the default account template to save a collection of account settings and then quickly apply these settings to new accounts.

Account Templates

Learn how to create and use account templates to save a collection of account settings and then quickly apply these settings to new and existing accounts.

Wash Sales

Learn how to use Tamarac Trading to prevent wash sale rule violations in clients' accounts.

Separately Managed Accounts

Find out how to create and use separately managed accounts (SMAs) in Tamarac Trading and include these accounts in your strategies for your clients.

Funding Accounts

Learn more about how to create and use funding accounts with separately managed accounts (SMAs) in Tamarac Trading.

Partial Ownership Accounts

Find out about percentage ownership accounts, available to those who also use Tamarac Reporting, and how these types of accounts appear and can be used in Tamarac Trading.