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Customer Defaults

You are viewing X_TRADER Version 7.17 and higher. For earlier versions, click here

An account number associates each trade with a specific customer and may be required by the exchange. The Customer Defaults window within X_TRADER is used to pre-configure account numbers.

Customer profiles can establish account variables by customer name (or broker) at the market, product or product type level. Associating a profile with an order template allows users to re-load the trading window with specific order entry information relevant to the selected customer (or broker).

You can access the Customer Defaults window from the X_TRADER Control Panel | Settings menu Customer Defaults.

The Customer Defaults window is shown below. Each row is referred to as a Customer Defaults Profile. The first row is the <Default> customer profile and cannot be renamed or deleted. You are not required to use the <Default> customer profile if you do not intend to select it prior to making a trade. An account number however, must be sent with each order otherwise the exchange may reject the order.

Customer Defaults Window

X_TRADER uses a matching algorithm to determine how to seed the trading window. The matching rules consider the following fields in order of importance: Customer , Product, Market, and Product Type. When these key values are matched, the corresponding customer profile seeds the associated values in the trading window.

TT User Setup provides administrators with the ability to create and enforce the use of specific Customer Default settings for their users. This removes the need to make changes to Customer Defaults on individual X_TRADER workstations. As such, trading firms have the choice to administer Customer Defaults from TT User Setup, allow traders to configure them within X_TRADER, or both.

X_TRADER receives Customer Defaults from TT User Setup. Administrators can restrict you traders from editing their own local defaults. In the example shown below, the dark gray area identifies view-only settings received from TT User Setup. The light gray area identifies locally configurable settings.

Customer Defaults Window