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Upload planned trades in bulk

You can upload a spreadsheet with multiple planned currency deals directly from the trade slip.

  1. Go to Trading and Markets > FX Trading > Trading
  2. Click the Upload requests link to view a quick 4-step guide
  3. Click Upload file and select your spreadsheet
  4. Click Open. You’ll then see three options:
    1. Undo upload
    2. Upload more
    3. OK
  5. Click OK to go to the Planned Requests dashboard, where you can review and execute your trades.

Steps of uploading a request. Step 1: Prepare your requests in Excel (download Excel template) or use CSV file. Step 2: Upload the spreadsheet. Step 3: Uploaded requests will be available under the

 

After uploading

  • The data in your file is automatically converted into trade requests based on the currency pairs provided.
  • If any information is missing or incorrect, you’ll see an error message explaining what needs to be updated.
  • You can correct and complete the details directly in the Planned requests dashboard.

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