What is Locate Management?
Locate Management on PB Marquee allows you to manage your Securities Lending locate requests
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Locate Requests
With Locate Requests you can:
- Request short sell locates electronically through manual entry or by uploading a list file
- Use indicative notional as an option while booking locate requests
- Reference indicative availability and indicative rates prior to submitting locate requests
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Status Transparency
Upon submission, select View All Current Locate Requests to see status of all your entries
- Refreshes every few seconds when today’s date is selected and there are pending locate requests
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Historical Locates
Information on historical locates
- Locate history can be queried for the past 30 days
- Query by locate request date or trade date
- Download into available formats