How do I set default locate information when selling short?

  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 Locate Required, Locate Broker and Locate ID
  3. Save the rule

In the example below, the user wants to create a rule that applies to any equity order sent to Goldman Sachs. The default Locate Required value is No and the Locate Broker and Locate ID values are UBS and 441A1.

When the user opens the street order ticket and chooses to Sell Short via Goldman Sachs, they will see the Locate values set automatically.