Withdrawing a Trade Request

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Overview

Navigation

Withdrawing a Trade Request


Overview

Users can withdraw a trade request before and after a Compliance Officer accepts a trade request. The Compliance Officer will be aware of the trade request even if it has been withdrawn, as a withdrawn record will exist in the system.


Navigation

  1. From the Home screen, click the Home dropdown menu.

Home Menu.png

Home Menu

  1. Click the Employee Portal link.

Employee Portal Link.png

Employee Portal Link

  1. From the Personal Trading screen, click a pending trading request under the Pending Review section.

Pending Trade Request.png

Pending Trade Request

Withdrawing a Trade Request

  1. From the Pending Trade Request screen, scroll to the bottom of the screen.

Pending Trade Request Screen.png

Pending Trade Request Screen

  1. Click the Withdraw Request button.

Withdraw Request Button.png

Withdraw Request Button

  1. The request will be withdrawn from the pending state and moved to the withdrawn state.
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