Articles on: PMS & Investment Tools

Settlement instructions


Go to My Account
Go to Company
Go to Settlements
Click on New Settlement Information
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.

Updated on: 08/07/2022