BLOCK TRADES

BLOCK TRADES

Our Trading Department can assist you in entering combined orders of the same security for various clients.

We frequently find multiple orders on the system with different execution prices. Instead of going through the process of entering 10–20 “individual” orders for the same security, you can take the following steps to submit the order, so your clients will receive the same price on the order.

Create a spreadsheet for the security that you wish to buy/sell for your client. The Block Trades spreadsheet can be located in the Forms section of our website.

Be sure to include:

  • • Full account number including the type and check.
  • • Your Rep number.
  • • Number of shares for each account.
  • • Price Limit if applicable

 

Send the spreadsheet to the trading desk via fax (626.602.7746) or email the trading desk: michele@wisdirect.com, paul@wisdirect.com, Chris@wisdirect.com.

Trading will work the order according to your instructions to get your clients the best available price. We will then allocate the shares to the appropriate target accounts.

If you have any questions, contact the Trading Department at the number above.

INSURANCE Quick Links

CPS Insurance Services

Highland Capital Brokerage

Producer's Choice Network

TruChoice Financial Group
(The Annuity Store)

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

INSURANCE Quick Links

TruChoice Financial Group
(The Annuity Store)

 

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