Sterling OMS Admin Console

Symbol Margin Control

To view/edit the Symbol Margin Control settings for any account:

1. Selecting Windows/Account/Symbol Margin Ctrl from the OMS Admin Console menu opens the Symbol Margin Ctrl window (shown below), where you can view/edit the by-symbol margin requirements for any account.
2. Right-mouse click on any symbol line item to either Create, Edit or Delete Margin Ctrl line item.

   Upon clicking Create Margin Ctrl, a window appears where you can define a new margin requirement for a symbol in the selected account, as shown below.

   

   Note: Settings defined in any Account settings window are always superseded by any similar settings in account’s Group settings window.

   Field Name	Description
   Acct	Account Number. Selectable using the pull-down list.
   Symbol	The root product symbol to which the margin requirement applies.
   Instrument	The instrument type. Values: Equities, Options
   Buy Margin %	The margin requirement, expressed as a percentage, for a buy order or long position in the specified symbol/instrument.
   Short Sell Margin %	The margin requirement, expressed as a percentage, for a short order or position in the specified symbol/instrument.

3. When finished editing the settings click OK to save your changes.