How do I set a default destination and account for my orders?
- Open the Defaults view from the Street Order Ticket (Customise > Defaults).
- Create a new rule, choosing the required conditions and default values for Destination and Destination Account.
- 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.