Get the free Trade Reporting Upload Utility API Programming Guide

Trade Reporting Upload Utility API Programming Guide The ACT Trade Reporting File Upload Utility allows a NASDAQ Workstation Weblink ACT 2.0 user to submit a comma delimited text file (.csv) containing

How to fill out trade reporting upload utility

How to fill out trade reporting upload utility:

1. Go to the trade reporting website or platform where the upload utility is provided.
2. Log in to your account using your username and password. If you don't have an account, you may need to create one first.
3. Locate the trade reporting upload utility within your account dashboard or menu options. It might be labeled as "Upload Trades" or something similar.
4. Click on the upload utility option to open it.
5. Choose the file or files you want to upload. Typically, trade reporting upload utilities accept various file formats such as CSV, Excel, or XML.
6. Make sure your file follows the required format and includes all necessary trade information. This may include trade details such as instrument symbol, quantity, price, trade date, and buyer/seller information.
7. If needed, you may have the option to map the columns in your file to the corresponding fields in the upload utility. This helps ensure that the system correctly recognizes and imports the data.
8. Review your file and check for any errors or missing information. The upload utility may provide error messages or alerts if something needs to be corrected.
9. Once you are satisfied with the file and its contents, click on the "Upload" or similar button to initiate the upload process.
10. The trade reporting upload utility will process your file and import the trades into the system. It may take a few moments depending on the file size and system performance.
11. After the upload is complete, you should receive a confirmation message or notification indicating that your file has been successfully uploaded and imported.
12. Double-check the trade reporting platform or website to ensure that the uploaded trades are visible and accurately reflected in your account.

Who needs trade reporting upload utility?

1. Traders and investors who want to report their trades to regulatory authorities.
2. Financial institutions and brokerage firms that are obligated to report trades on behalf of their clients.
3. Compliance officers and regulatory teams responsible for monitoring and ensuring trade reporting compliance.
4. Any individual or entity required by law to report their trades for transparency and regulatory purposes.

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