The Account Authorization page is used to add and remove trading authority.
Traders associated with the account are listed at the top of the page, Authorized Traders.
To change authorization
1. Go to Accounts > Account Authorization.
2. In the Authorized Traders section, select or unselect the check boxes:
•View Only = Trader can view account information but cannot trade on the account.
•Force Care = Trader cannot place orders directly to the exchange; only care orders are allowed.
•MiFID DEA = Markets in Financial Instruments Directive (MiFID)
•MiFID CQG Algo is 'Client' Algo
•Allow External Accounts = This enables the Broker External Orders feature. Brokers now have the ability to enter orders into any account, including accounts associated with the broker that are not set up on CQG.
•Primary Trader
•Execution Source Code = A value is sent with each order to identify the flow type to properly identify the correct brokerage when executing and clearing exchange traded derivatives.
•Remove Authority = Trader cannot view account information or trade on this account.
To add a trader to an account
This step in the account set up process is also part of system-guided set up.
1. Go to Accounts > Account Authorization.
2. In the Set Trading Authority section, search for a trader to authorize on this account.
3. Click Add.
This page is from the account perspective: all traders associated with the account. You can also manage authority by trader: all accounts associated with a trader.
Permission associated with this page
CAST Users > CAST Permissions > Account Management > Trader > Authorize Account for Trader
CAST Users > CAST Permissions > Account Management > Trader > Modify > Modify/View Trader Force Care Option