Trading Companies

All users

When you add a trade, there is the option to enter or select a trading company.

To add a new company to trade with, type the company name into the box. The drop-down option underneath the type box will show ‘Add: [New Company Name]’. Click on the drop-down to add your new company to your trading company list.

Any trading companies you have previously used will be visible in a drop-down list and can be selected as normal.

Express Plus and Advanced customers

You can add trading companies using the steps above, or using the following steps from the setup module:

1. Select Trading Companies
2. Select + New Trading Company
3. Enter a company name
4. If required, enter company address details
5. Select the tick to confirm