Sterling OMS Admin Console

Account Summary

To view a list of Account Summary information and detail information, including underlying orders, for each account:

1. Selecting Windows/Account/Account Summary from the OMS Admin Console menu opens the Account Summary window (shown below), where you can view a list of summary information for all accounts.
2. Double-click on any account summary line item to view a detail list of holdings for the selected account, as shown below.
3. Double-clicking on any holding line item (above) displays the Orders window, which shows a list of the current day’s orders related to the selected position, as shown below.

   See section Orders below for a description of this Orders window.