The Memo tab allows you to attach a note (memo) to an order, and designate the Clearing Member Transfer Agent (clearing firm) for this transaction. However, you can only view the memo if you’ve added the Memo field to the Message Monitor’s Doneaway view.

1. Complete the General tab.

2. Click the Memo tab.

3. Type your memo in the space provided.

4. Enter the name of your clearing firm in the CMTA (Clearing Member Transfer Agent) field if you selected CMTA or CMTA Out from the Trade Type drop-down list box on the General tab.

5. When finished, click [Submit].