This document explains the items and parameters in the Risk Control Windows at both Accounts and the Global level.
Fig 3 – Account Risk Control Window
Please note the Account Risk Control window will only be effective on the account it is applied to and will not be at a global level for all accounts link to the DAS login ID. If you are the admin user and want to set up the risk controls for the specific branches or the whole firm, that should be configured in Risk Management window under the Admin option on the menu bar.
**Please note that the first time application of any of the Risk Control setting will requires a day to take effect.
**In the new configuration window, we have added separate maximum shares fields for long and short positions, “Max long/short position shares”, and separate max market value fields for long and short positions, “Max long/short position value”.
Thank you for your interest in the DAS/TD Ameritrade integration! The beta testing of this integration began in July of 2020. Once beta testing is complete, the on-boarding and ‘go-live’ process will begin end of September 2020.
If you are interested in learning more about the DAS/TD Ameritrade integration once it is ready for the public, please fill out the form below. We will send an email when the integration is live.
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