You are here: TSM SmartClient Menu Options > Trading Menu

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Trading Menu

Use the Trading menu options to track transactions created on TSM. TSM SmartClient creates an export file so that TPAs can communicate with trustees as to what to buy or sell on the open market.

The Trading menu contains the following options:

Batch Trading Export

Batch Trading Process

Trade Confirmations

Individually Directed Accounts

Distribution Processing

Reset Distribution Processing Flag

Annuity Processing

Carrier Financial Export

Matrix Import Export

Matrix Manual Exchange Order Numbers