When launching WTP, the Connection window appears. If a connection to WTP had occurred previously, the Trade Server, Firm, User, and Password fields will be populated with content. If this connection is being made for the first time, content will need to be entered manually. Select Connect to log in to WTP.

 

 

 

The Tradewex.com website can be launched by clicking on he top portion of the Connection window.

 

 

 

Change Password Procedure

 

In order to change the login password a connection to WTP must exist. When a password is changed, a follow-up security question is issued, completing the process.

 

1. Select the Connection button in the WTP toolbar to open the Connection window.

 

2. Press the Change... button. A Disconnect to Change Password confirmation displays. To change a password it is required to disconnect from WTP. Select Yes to disconnect from WTP.

3. The Change Password dialog window launches. Enter the current password and new password. Re-key the new password in the Confirm New Password field. Select Connect & Change.



Note: A password must consist of the following:

• Minimum of eight characters
  
  

• At least one alphabet character (a-z)
  
  

• At least one numeric (1-9), punctuation, or special character
  

4. When a new password has been entered successfully, the Security Question window will launch. Enter the correct answer in the blank field and select OK. The login will commence and the new password will be in force.

 

 

Note about the Security Question Window: If, during a normal login, a security question and answer had not been previously defined, the Security Question window will launch. Select a security question from the drop-down list and enter an answer to the question. The selected question will appear in Step #4 above when issuing a password change.

 

 

 

If a WTP login password cannot be remembered selecting the "I forgot my password..." button in the Connection window causes a temporary password to be generated and sent to the user's email address.

 

 

 

Also, this informational message launches:

 

 

 

 

Values associated with network configuration are set in the Network Configuration window.

Select Configure Network... on the Connection window to launch the Network Configuration window.

 

Note: It is recommended that network configuration values not be changed without first contacting WEX Support.

 

 

 

When WTP launches, the main toolbar and, optionally, the Splash Screen are displayed. All of the major functions and applets in WTP are launched from the WTP toolbar. A customized collection of WTP applets (known as a workspace) can be created and saved. A workspace can also be defined as a system default and will appear whenever WTP is launched.

 

 

 

The WTP Toolbar

 

 

Every major function is controlled by a separate applet each in a separate window.  For example, order tickets are separate from quoting tools; and order management is separate from position management. The tools work together in a seamless way to provide a trader with the ultimate in flexibility and customization options. Each tool is represented by an intuitive icon: the tools can be launched by selecting the type of tool (Trade, Manage, Analyze, or Explore) or by pressing the WTP button and selecting the applet from the applet list.

 

A trader can arrange the windows in any manner that best fits his needs. The layout of windows can be saved by pressing the Workspace Management button. Workspaces can be saved with unique names. A saved workspace might contain only those tools used for the type of trading that is done. For example, if a user predominantly works with Options trading tools, those applets dealing with Option (e.g., Option Quote Cube, Order Ticket in Option mode), can be saved as a workspace. When WTP is started, a previously-saved workspace can be launched by default.

 

The tools are linked in a logical fashion that facilitates trading and the management of orders and positions. New order tickets can be generated by clicking cells in the Quote Grid, or in any of the order and position management tools. In addition, the quoting, order/position management and trading applets have a track mode that causes the applet to automatically monitor whatever symbol the trader is currently interacting with. Another feature, Connections, allows two or more applets to be connected to each other.

     

Each trader can control the granularity of the orders and position he views. WTP allows the trader to view orders and positions by individual account or by “portfolio.”  A portfolio can be both macro (i.e., a group of traders) or micro (an individual trader). To create a new portfolio, please contact your sales rep or call the WTP help line at (312) 884-3066.  

 

The Message Center and Status Center displays notification/status information. Double-click any item to view detailed information about a message or status.

 

 

 

 

 

 

When a new WTP release is available, an update notification icon will be displayed in the WTP toolbar (and in the Session menu as "Update Available").

 

Select the icon and a confirmation window will display. Press Continue to update WTP to the latest release.

 

 

 

 

The status bar on the WTP toolbar displays the status of servers and quotes along with notifications and messages. By default, the status bar displays when WTP is launched.

 

To hide the status bar, select Hide Status Bar from the Workspace Management menu.

 

To show a hidden status bar, select Show Status Bar.

 

 

 

 

When WTP launches, the splash screen appears.

 

The contents of the splash screen:

• Tip of the Week—A short informational message that changes on a weekly basis. Note that the tip may be describing functionality that doesn't apply to every user's trading situation (i.e., tips on trading options may not be useful to equity traders, and vice versa).
  
  

• A link to www.tradewex.com (the WEX website).
  
  

• What's new?—A link to the current WTP Release Notes (also selectable from the Help menu in the WTP Toolbar).
  
  

• More Tips—A link to another tip page. At the bottom of the page is a link to another tip.
  
  

• Close—Click on "close" to close the splash screen.

 

Only Show Me New Tips—When checked, the Splash Screen launches when logging in to WTP only when a new tip has been added (approximately once a week).

 

If unchecked, the Splash Screen will launch upon logging in to WTP regardless if a new tip has been added.

 

A closed splash screen can be relaunched by selecting Splash Screen from the Help menu in the WTP Toolbar.