Sterling OMS Admin Console

Stock Locates

To view/edit the Stock Locate settings for short trading for any account:

1. Selecting Windows/Account/Stock Locates from the OMS Admin Console menu opens the Stock Locates window (shown below), where you can view/edit the stock locate quantities for any account.
2. Right-mouse click on any account line item to either Add, Edit or Remove a line item.

   Upon clicking Add a window appears where you can define a new stock locate quantity for the selected account, as shown below.

   

   Field Name	Description
   Acct	Account Number (not editable).
   Symbol	The root product symbol selected (not editable).
   Source	The broker where the available shares to borrow were sourced from.
   Locate Qty	The number of borrowed shares located for short selling.

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