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Allocations and Transfers

• Pre-Trade Allocations
• Soft Dollar Tiers
• FTP File Instructions
• Allocating Shares
• Create a Share Allocation Profile
• Create an Account Group for Share Allocation
• Create an Order for Multiple Clients
• Default Clearing for Allocation Profiles
• Edit a Share Allocation Profile
• Rebalance for Advisors
• Set Default Allocations

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