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The most common way for an order to be created is from the front end where the end customer selects a fund to buy.

The first step is to find a fund which the customer would like to buy. This is accomplished by navigating to Product Management->Mutual Funds in the main menu.

 

Next click on the "Buy" icon for a fund instrument. This action brings up a buy-ticket where the account that should be used for the order should be selected by clicking on "Choose".
 

All tradeable accounts for the customer are listed and can be filtered.

 

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