How do I set a default destination and account for my orders?

  1. Open the Defaults view from the Street Order Ticket (Customise > Defaults)
  2. Create a new rule, choosing the required conditions and default values for Destination and Destination Account
  3. Save the rule

In the example below, the user wants to create a rule that applies to any Futures order. The default Destination value is UBS and the Destination Account is UBS.

When the user opens the street order ticket and enters a Futures ticker, they see the Destination and Destination Account values set automatically.