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Trading

With Mesirow Financial's online trading product, you can offer your clients the ability to trade equities, options and mutual funds - right from your customized e-view account access site.

Simple, Seamless Access
One click on the Online Trading tab and clients are seamlessly connected to our back office system. Similar to Mesirow Financial's e-view®, your trading site can be customized to match the look and feel of your business, so your clients see only the image you present.

High Level of Correspondent Control
Built-in safeguards protect you and your client from errors and give you as much control as you would like.

  • You determine which accounts have access to online trading. Only those accounts you authorize will see an Online Trading tab.
  • In addition to screening for input errors, we can customize order entry checks to include parameters you specify or route certain types of trades through your review and release process.
  • Trade confirmation numbers can be used to track the status of a trade from entry to execution, providing a solid audit trail for you.

Automatic Delivery and Retention of Client Trading Agreements
Our system automatically delivers trading agreements clients need to sign before using online trading. We offer standard client trading agreements and will work with you to make modifications to suit your business. We also maintain an archive of agreements so you can keep track of which clients have signed up for online trading.

Logical Navigation, from Symbol Lookup to Order Entry
Type in all or part of a company name in Symbol Lookup to retrieve the correct stock trading symbol. Click on the symbol to launch a real-time quote box that displays last, change, bid/ask, day and 52-week highs and lows, plus volume. From a quote box, clients can go directly with one click to an order entry screen auto-populated with the selected trading symbol. In addition, clients can launch a real-time quote from any order entry screen

Quick, easy option and mutual fund order entry
Enter either an option symbol or the underlying security to see a drop-down menu of the associated derivatives. For mutual funds, clients can enter either a mutual fund symbol or the fund family.

Comprehensive online help
Our easy-to-use reference section provides straight-forward explanations about all prompts on order entry screens. These help screens can be customized to include contact information of your staff.