Firm Setups
| 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 | Check if firm has both a live and sim environment |
| Home page Message | Type a message here that will be displayed on the firms homepage |
| Max clip size | The maximum clip size that an admin within this child firm can set on an account or account contract |
| Max position | The maximum position that an admin within this child firm can set on an account or account contract. Leave blank for no restriction |
| Editable Margins | Whether the child firm admin can edit any margin values such as account margin %, contract margin rates |
| Risk management Enabled | Whether firm level margining can prevent order submission on child firm accounts |
| Omnibus Account | The back office omnibus account number to import the Net Liquidating Balance from for this child firm as a whole |
| Net Liquidating Balance | This should include any P&L for existing overnight positions |
| Alert Emails | Comma seperated list of email addresses to send alerts for accounts in this firm to |
| Alert Repeat Delay | The minimum time in minutes between successive alerts being raised for a single account |
| Expire Exchange Access | Expire account access to exchanges that only allow limited time access |
| Roles for the User |
| Trading | Allow the firm to make trades |
| Pit Trades | Allow the firm to enter pit trades |
| Queue Orders | Allow the firm to queue orders for later execution |
| Modify Orders | Select this to allow users to modify a queued order |
| Self Registration Data | Allow access to all self registration data |
| Refer Self Registration Data | Allow access to referred self registration data |
| Allow order routing | Allow API to route orders for other users and accounts |
| Allow Time Entry screen | Select this to allow access to Pete Steidlmayer's |
| Allow Charts | Allow users access to 1 minute and above chart data and some studies. $95 monthly minimum fee applies |
| Allow Advanced Charting | Allow users access to historical chart data, all studies, market profile and news. $200 monthly minimum fee applies |
| Exec Quotes Only | Only allow users to see exchanges that their accounts have Executing groups set for |
Select the application this firm can see
The parent administrator can determine which trading applications the child firms have access to
Select the exchanges this firm can see
The parent administrator can choose which exchanges the child firm needs access to trade. This is another layer of risk management that allows the parent to restrict access to the exchanges or product sections of an exchange.