There are four ways to insert trades into a strategist account page. 1) A manual entry from Strategist. 2) A trade entry from the System menu, by a clerk that can enter trades into multiple accounts without opening an account page. 3) Using the clipboard to paste trades into the account from other accounts or from SCOTS. 4) The import utility, which will import trades into specific accounts from a back-office accounting system.

The trade entry window can accomodate every type of trade: Futures, Stocks, Option, over-the-counter or cash type instruments. The symbol however, must be entered into the database for the trade to be accepted and posted into the account page.