...

The procedure for adding notes for trade alerts is the sameslightly different. The system displays Account alert notes in the Alert Notes column, but Trade Alert Notes are displayed in the Trade Approval Notes column.

Rw ui steps macro

Rw step First, verify if the Trade Approval Notes column (1) is present in the Alert Monitor window. If not, click the COLUMN SELECTOR button (2) on the lower left corner of the window. Rw step In the Column Selector window, check the Trade Approval Notes column. Rw step Create a Trade Approval note. Image Added Rw step To view your notes, navigate to the Transaction Detail window > Transaction Notes > Approval Status Notes tab. Image Added

How to Evaluate Alerts

Evaluating alerts involves running or generating them. This process can be carried out either manually or configured to occur automatically on a schedule. To view all available alerts, click on Filter. The example below demonstrates how to evaluate Account Value Change alerts.

...