Contents
Introduction
The My Information widget provides a firm-wide summary of your accounts and holdings with three distinct areas:
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Total AccountsThis shows the number of accounts in your firm based on your individual settings.
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Total Rebalancing GroupsThis shows the number of rebalancing groups in your firm based on your individual settings.
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Total Trading AUMThis shows the assets under management (AUM) amount for your firm based on your individual settings.
Customize
You can customize the information you see on the My Information widget in the following ways.
Make the Trading Dashboard Your Default Dashboard
You can make the Trading Dashboard your default dashboard so that each time you open Tamarac Trading, you'll first see trading information. This will eliminate the need to toggle from Tamarac Reporting information to Tamarac Trading information each time you log in.
To make the Trading Dashboard your default, follow these steps:
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From your Home menu, select Trading.
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Select Edit
to open settings for the My Information widget.
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Select Set as default dashboard.
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Select Save.
Change Account and AUM Total Information
To customize your view of the accounts included in the My Information widget, follow these steps:
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From your Home menu, select Trading.
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Select Edit
to open settings for the My Information widget.
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Under Account Settings, select the check box for each of these you'd like to include:
Setting More Information Accounts I can't access When selected, your account and group totals will include any accounts which you don't have permission to access. Ownership accounts When selected, ownership account information will be included when displaying the number of accounts and AUM totals. -
Under Total Trading AUM, select the check box for each of option you'd like to include:
Selected Options How AUM is Calculated Cash Rebalancing account value Cash Reserves Rebalancing account value – Cash available for trading + Cash reserve actual Unmanaged Assets Rebalancing account value – Cash available for trading + Unmanaged assets Cash + Cash Reserves Rebalancing account value + Cash reserve actual + Cash to raise Cash + Unmanaged Assets Rebalancing account value + Unmanaged assets Cash Reserves + Unmanaged Assets Rebalancing account value – Cash available for trading + Cash reserve actual + Unmanaged assets Cash + Cash Reserves + Unmanaged Assets Rebalancing account value + Cash reserve actual + Unmanaged assets + Cash to raise Nothing Rebalancing account value – Cash available for trading -
Select Save.