Trading Permission Codes

Trading permission codes define all of the available trading permission codes that identify the asset classes and countries that your clients want to trade. After you initiate the Application XML process, we send you an Excel spreadsheet file, TradingPermissions.xlsx, that lists all of these trading permission codes. Your programming or technical resources should use this Excel spreadsheet as a reference when including the trading permissions in the XML documents containing your clients' application information that you send back to us.

How to Use the Trading Permission Codes

In each client application XML document that you send us, there is a complexType called Trading Permission. Trading Permission includes an attribute called exchange_group. Insert the correct Trading Permission code as the value of exchange_group attribute for each trading permission in each client application XML document. Multiple trading permissions should appear on multiple lines, as shown in the example below.

<TradingPermissions>
<TradingPermission exchange_group="US-Sec"/>
<TradingPermission exchange_group="US-SecOpt"/>
<TradingPermission exchange_group="US-Com"/>
<TradingPermission exchange_group="US-ComOpt"/>
<TradingPermission exchange_group="US-SSF"/>
<TradingPermission exchange_group="US-BOND"/>
</TradingPermissions>

For example, a trading permission code of US-Sec means that a client is requesting permission to trade US Stocks. Descriptions of all trading permission codes are included in the TradingPermissions.xlsx Excel spreadsheet, included in the Application XML package you initially received from us.

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