Account Maintenance – Mass Expire

The Account Maintenance – Mass Expire screen allows the User to expire multiple accounts at once at the Main Account level. Main Accounts available to be expired will only be those where all of the associated trading accounts have not traded for the past four months or more. A ‘Max Last Trade DateThe last date the Operator ID was associated with trade activity. If 1-January-190 appears, there is no trade activity. ’ will be displayed on the screen for reference, which identifies the most recent Trade Date for which any of the underlying registered Trading Accounts had trading activity.

1. Within the Mass Expire screen, select a Firm.
2. If desired, filter the results by Main Account. .

The User can search for Main Account(s) that ‘Begins with’, ‘Contains’, ‘Ends with’ or ‘Equals’ a string of characters entered into the textbox.

3. Click Submit. The Inactive Main Accounts window will display listing all inactive accounts matching the criteria entered.
4. Click the checkbox of the Main Account(s) to expire or select Check All to expire all of the accounts displayed on the current page.

NOTE: The Check All feature will only select those accounts displayed on the current page. If there is more than one page of results, the user can first select the Show All link in order to display all of the accounts on a single page.

5. After selecting the account(s) to expire, click the Submit button.

6. To confirm the expire request, click the OK button.

NOTE: The accounts will expire as of the prior business date.

A confirmation message will display confirming the selected account(s) have been expired.

NOTE: The expired accounts will no longer display in the Inactive Main Accounts list. To view expired accounts, navigate to the Account Maintenance – View screen and complete a search using the ‘Show Expired’ checkbox.