If ‘Review (No Change)’ Project: IsReview = true If ‘Standard’ Project: IsReview.= false If ‘Brokerage’ variable is being used: IsBrokerage: = true If ‘Brokerage’ variable is not being used: IsBrokerage: = false Number of external variables used for account: 0-10 If multiple trade providers are used they can be specified in this column.
If no trade provider, leave BLANK
Recommended trade units: + for buys, - for sells SubAccountNumber
If no SubAccountNumber, leave blank
SubAccountName
If no SubAccountName, leave blank
Any client-specific number or text that you need to incorporate into the advice document.