Random
Preferences
Preferences again
Trades Tools and such
Users
100

How long do contributions show for in the dashboard 

1 day

100

How do you round bonds to 1000

You cant 

100
Where do we change Wash Sale identifier? 

They have to be a firm admin / auth and change it in Firm Profile 

100

If an advisor doesn't want a security to be traded or counted towards the model they should 

Exclude it 

100

When can we add a user in Eclipse for the firm

Never unless you get special special permission from management 

200

How much does RTP cost 

6k a year

200

Where can I see the effect of changing the trade tolerance 

In the trade log 

200

If I want to Raise the specific amount I enter in the Raise Cash tool what preference would I want to set 

Raise Cash Include Excess Cash - No Excess 

200

When you raise cash whats the main reason it typically raises more than enough cash 

Rounding due to security prices 

200

What does it mean if you get a 500 error on a query in Eclipse 

One or more of the columns aren't compatible with eachother 

300

Besides a holiday, why else would a firm get a stale price warning on the orders grid 

If they are logged in for too long 

300

Why might a firm not want to auto allocate FIX blocks

In case they might be executing the same ticker at the same broker throughout the day and want to allocate everything at once to get the same average price 

300

If my sleeves are targeted at 50 / 50 and they're currently intolerance at 53/47 how can I force trades to get back to 50/50 

Sleeve Portfolio Rebalance - Target Ignore Tolerance Bands 

300

3 things to check to see if RTP or 15 min pricing is on 

Firm Profile
Manage Users 

Eclipse 

300

What allows a team to see every portfolio in the DB? 

Portfolio Permission = All 

400

Which custodian are we NOT able to kick off the FIX connection set up process for? 

Fidelity - the advisor has to kick it off

400

What preference needs to be turned on so when you have an account set to Auto Rebalance it creates the trades 

Auto Rebalance Create Trades Automatically

400

What does "TLH Swap Back STG Threshold" do? 

If you tlh a position and then the position you bought is at a gain after 30 days it will only buy back into the original position if STG is less than X amount 

400

If the Spend Cash tool isn't spending the full amount what preference should you check? 

Cash Protection 

400

How can a firm make a one off trade for a position marked as DNB / DNS / Excluded 

They need the override role priv turned on 

500

Equity trades send this FIX Message, Mutual Funds do not 

Allocation report / ack

500

Which preference does not use the standard hierarchy 

Reserve Cash 

500

What location optimization preference would stop a trade for a single account portfolio from happening 

If anything is set to NEVER 

500

What's the best query for reviewing tolerances en masse 

Eclipse - Security tolerance 

500
How do you update an import time 

query