Internal Switch Order
Introduction
Internal Switch order is a non-trade order that can be used by Back office to get particular amount on a Client virtual bank account and return it within a different bank. The operation is exclusively available for virtual client accounts.
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How to fill in internal switch order form
Internal Switch order is available from Omnibus Portfolio or from Client Portfolio
Step 1
Step 2
Creation Order
When user presses button “Create Order”, the system will create 1 (one) omnibus order that relates to Virtual bank account that requires investment and linked Client orders on every Internal switch (Investment and Withdrawal) in frames of Custodian.
Omnibus order
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Related orders
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Execution of Order
Internal Switch Order is executed from Omnibus form and partial fill of order is not available.
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Fill in all required fields and press “Submit”
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Order will be filled and closed with status “Done” automatically on Omnibus level and on Clients level
The system will create Order without transactions on Omnibus level.
On a Client level the system will create order and transactions Investment (internal) and Withdrawal (internal). Transactions are also reunited by parent Payment (internal)
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