Settlement instructions
  • 11 Jan 2021
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Settlement instructions

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Permissions

Administrator

  1. Go to My Account
  2. Go to Company
  3. Go to Settlements
  4. Click on New Settlement Information
  5. Insert Settlement details here then click on save.

If you wish to connect this part to a third-party API or bridge such as FIX protocol please contact the InvestGlass team.

These settlement instructions will now appear in the InvestGlass basic transactions system and will be stored for transaction reporting.

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