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Processing Schwab PCRA Plans on Relius 10


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Guest summs01
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We have just aquired a large block of PCRA plans through a takover. However, since we are a balance forward shop, this is very new to use. I think our biggest question is how to use the trading functions (Through the trans module). Does anyone out there process PCRA plans using the Schwab link in Relius? Your guidence, input would be great! :D

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