Requirements for ordering in the Infront Portfolio Manager

Module "PSI Order Entry per bank or fax order"

The ordering functionality described below is not part of the basic functions in Infront Portfolio Manager, but must be explicitly purchased and activated. As a rule, a separate activation is required for each credit institution that is connected to ordering in Infront Portfolio Manager.

You can find more information in the separate documentation on PSI Order Entry. Only a general overview can be given here; almost every PSI Order Entry offers special solutions that cannot be considered in this chapter.

For further information, please contact the Customer Service of Infront Financial Technology GmbH at +49 69 26095760.

Important notes

• A (current) Infront Portfolio Manager must be installed.
• A Portfolio Sync Interface must be installed; an update to the current version may be necessary. Read the chapter Installation.
• To set up ordering, you need the system right "Set up interfaces for PSI Order Entry" and the object right "Place, change and cancel orders". If necessary, read the chapter User administration.

To set up ordering for a securities account, proceed as follows:

1. First configure PSI Order Entry using the PSI ORDER ENTRY <SAMPLE BANK>, CONFIGURATION command in the menu of the "PSI Order Entry" icon on the "Ordering" tab, as described in the separate documentation for PSI Order Entry.
2. Select DEPOT, PSI ORDER ENTRY, SETUP and your online broker in the context menu of the securities account to be set up in the Explorer.
3. Then enter or check your account number and securities account number in the "Broking preparation" dialog box that appears.
4. Confirm the details with "OK".