Add an Instrument Provider

First search for the Company, to prevent duplication. If the Company already exists, ‘Select’ it otherwise ‘Create New’

The new Instrument Provider will be created or the existing company will acquire a Instrument Provider role. The Instrument Provider will also automatically be set as its own Dealer.

The Dealer on the Instrument Provider can be overridden on the Instrument Provider Card

Remember to UNTICK the “Is Partner” tick box if the Instrument Provider is not a Partner for Partner fee calculation purposes.

Last Updated on 6 years ago by Tinus Burger