| Firm | name of the firm |
| Description | A more detailed name of the firm |
| Enabled | Must be checked off to make the firm active ( Optional ) |
| Brand Name | Enter if there is a Brand name for the firm ( Optional ) |
| Alias | An alias name for he firm ( Optional ) |
| Statements | Check the box if this firm receives a statement from CTS |
| Salesman |
| The salesman for the firm |
| Has Live/Sim firm |