הקצאת וניהול חשבונות

Professional Traders:
EZF Trader allows active traders managing accounts for friends and family, CTAs and professional trade managers to create block allocations. Trade directly into the block account and your trades are automatically allocated based on your defined rules. Done in real time, there’s no back office support or administration needed. Rely on our proper controls, tracking and detailed reporting. Focus on trading, not reconciling out trades.

• Sort accounts by your preference.
• Choose from multiple allocation rules.
• Automatic backfill allocation created with each standard block.
• Fully integrated into OEC Trader's accounting system.
• No faxing or email of block allocation rules.
• All allocations performed server side with no back office support needed.
• Reduce out trades.
• Risk control at the lowest level of the allocation block.
• No need for cumbersome wash account at the clearer.

Allocation Block Rules
You can allocate your funds appropriately in the event of partial fill. The order of the accounts in the block can now be set by highlighting the account and using the "Up" or "Down" arrows to move the account up or down the list (the first account in the list will be considered the "lowest" for purposes of the rules defined below). The following rules are available in the OEC Trader:

• LowAcctLowPrice will allocate the lowest price of the partial fill to the lowest account number (based on account order in the block)
• LowAcctHighPrice will allocate the highest price of a partial fill to the lowest account number (based on account order in the block)
• HighAcctLowPrice will allocate the lowest price of the partial fill to the highest account number (based on account order in the block)
• HighAcctHighPrice will allocate the highest price of the partial fill to the highest account number (based on account order in the block)

Allocation blocks will Automatically Create a "Backfill" account (indicated by a (B) after the account number) in the event the Trader Manager receives a partial fill and wants to complete the fill on the initial block order.