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In the Add Flagged Position Rules - Held Positions Only panel, you can specify criteria used to identify pending transactions for currently held positions.


WRITERS NOTE: do not know new panel name


To add a flagged position rule:

  1. In the Accounting Center, in the left navigation, click Transactions > Trades > Pending Trades
  2. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  3. Enter Add Flagged Position Rules - Held Positions Only in the Start Search text box.
  4. Click the Add Flagged Position Rules - Held Positions Only (Accounting Center) link to access the panel.
    You see the Add Flagged Position Rules - Held Positions Only panel.
  5. Complete the options in the Add Flagged Position Rules - Held Positions Only panel.
  6. Click Submit.
    You see information for the positions that met your criteria in the Show All tab.
  7. Select the row of each position for which you are adding a flagged position rule and click Add Flagged Position Rules.
    You see the Add Flagged Position Rules tab, which displays a row for each position you selected.
  8. Complete the options in the Add Flagged Position Rules tab.
    The following fields are required to define a flagged position rule:  Pending Trade Indicator, along with at least one Reason Code.
  9. Click Submit.
  10. Close the Add Flagged Position Rules - Held Positions Only bottom tab to return to the Accounting Center.
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