Open order sessions

"PSI Order Entry" module or "Portfolio Service Investment Agent" module or "Portfolio Service Rebalancing" module

Proceed as follows to open existing order sessions:

1. Select the "Portfolio rebalancing" icon on the "Ordering" tab.
2. Then select the EDIT/EXTEND ORDER SESSION command in the menu of the "Order Session" icon on the "Portfolio Rebalancing" tab.
3. Select an order session in the "Select session" dialog box that appears and confirm with "OK".
4. Make all the desired settings for the order session.

Tips

• When saving, the orders are stored under the open order session. If no session is selected, the orders can be saved in the same way, but there is then no reference to an order session.
• In the order book, the orders can be filtered according to the associated sessions and processed collectively.
• Individual orders are saved collectively in an "Individual order" order session. This order session cannot be processed.
• Use the command LOAD ORDER SESSION... in the menu of the "Template" icon on the "Portfolio Rebalancing" tab to open order sessions with the portfolios concerned and their orders in the rebalancing tool.