How to Set up and manage the cash settlement defaults

How to Set up and manage the cash settlement defaults

This step is required so that the default settlement option is selected, for automatic settlement of trades when due 

1.Log into TCOps & type the client account number in the Top right hand search bar

2.Go to Account Maintenance > Bank Details > Defaults and a pop-up box will display

Select the Credit Default settlement method and the Debit Default settlement method as required. Allow a few minutes for the changes to display.

In-flight transactions will not automatically update to the new settlement method default.

Please email cashsettlements@finclearservices.com.au to update in-flight trades if required.