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Learn More About Securities
Learn more about adding new securities as well as changing individual settings for each of your securities.
Securities Page Actions, Views, and Filters
Learn more about creating and using views on the Securities page, as well as ways you can filter the page.
Learn about the available restrictions you can place on specific securities. Example restrictions include limiting security purchases in taxable or tax-deferred accounts, sell-only or buy-only restrictions, designating a security as unmanaged, and more.
Security Restriction Overrides
Learn about tools you can use to prevent restriction overrides, document their use, and audit trades in restricted securities.
Learn more about creating security substitutes, which are equivalent securities that can be purchased or sold in place of the original security, often called the parent security.
Learn more about available options on the Trade File Group Settings page, which allows you to customize how specific securities behave at each of your custodians.
Learn more about legacy positions, sometimes called legacy holdings, which are positions clients have within their accounts that don't necessarily fall within your ideal models for clients' accounts.
Learn how to set up or adjust your security mapping which allows you ensure all securities in Tamarac Trading correspond with the correct securities in your portfolio accounting system (PAS) and are updating with their correct value.
Learn more about creating and adding categories to classify the securities in your clients' portfolios.
You can add custom fields to securities, accounts, and groups to track additional data not already covered by existing fields. Learn more about creating and using these custom fields.
With custom settings, you can configure settings such as trade prices, round lots, and security classes.