Create Custom Future page

Considerations

If you are unable to verify a valid future symbol when recording a future transaction, use this page to create a custom future. Once you select the future in step 4 on this page, the symbol is populated on the Record Transaction page.

Note: If the underlying security information is not recognized, you must enter both the Underlying Security Description and the Underlying CUSIP in step 4 on this page.

Below is an example of the Create Custom Future page. Click here to access the page where you can search for an existing future.