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How to submit a bulk equity allocation

In FC Ops navigate to the lefthand menu and select Bookings > Equity Allocations.

Bulk Submission

  1. Click the "New" tab to see all bulk/suspense orders with ready-to-submit allocations
  2. Use the checkboxes on the lefthand side to select multiple orders with allocations to be submitted
  3. Click Submit to proceed with the bulk submission

Approval

If a second approver is required, the submission will automatically transition to "Approval" status. The designated approver can then log in and approve or reject the allocation request.