Go to My Account / Company and find the Settlements icon on the left menu. 

Then click on New Settlement Information. 

Insert Settlement details here then click on save. 

Now we are going to create a new transaction. Click on the three dash on the top navigation menu and click on New Transaction. 

In the trading page you can select Client Settlement, Company Settlement and Broker / Counter-party Settlement. Finally click on Save once you informed this form. Settlement information is recorded in the transaction history. 

Did this answer your question?