Quick Start
Overview
When a user encounters exceptional circumstances, traders may temporarily increase or decrease a client's assets to allow the client to complete an order first; the funds or securities will subsequently be invalidated.
Temporary account adjustments currently support cash, equities, and options.
Prerequisites
You must obtain the following authorizations to use the system functions normally:
Permission Name | Permission Description |
Permission to manage adjustment inquiries and adjustment settlement | Permission to perform temporary account adjustments |
Read-only permission for adjustment inquiries and adjustment settlement | Permission to view the pages |
Instructions
- On the "Temporary Account Adjustment" main page, click [Temporary Account Adjustment] to enter the creation page.
- Select the corresponding adjustment type and fill in the adjustment information to create a temporary adjustment record and complete the adjustment.
- When the validity period specified for a temporary account adjustment expires, the system will automatically invalidate that temporary adjustment. Prior to automatic invalidation, you may also manually select [Invalidate] on the "Adjustment Settlement" page.
