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Orders and ownership

Place an order on behalf of a client

Record a subscription for a client who agreed offline. The same checks apply as in the portal.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Place it

  1. Open Orders and choose Place order.
  2. Choose an open listing and the client. The panel shows the remaining fractions, the price and the minimum and maximum.
  3. Enter the number of fractions. The amount is calculated for you.
  4. Add the client's message and your internal notes if useful.
  5. Confirm that the client received and acknowledged the required documents, and that the client asked you to place the order.

The client must be able to see the listing and meet the market's rules, exactly like in the portal. You cannot order for someone outside the market's audience.

What is recorded

  • The order is marked as placed by you, with the documents shown as confirmed by a member.
  • Sending the same request twice cannot create two orders.
  • From here it follows the normal lifecycle.

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