Refer to the following table when completing the fields on the Trading Permissions worksheet in your Mass Upload Excel workbook.
| Field Name | Required | Documentation |
|---|---|---|
| Customer ID | Y | A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm. |
| Permission 1-50 | Y |
Country followed by product. Click here to see a list of Country and Product combinations. |