Creating CTS Connection for EdgeProX

Creating CTS Connection for EdgeProX

CTS Credential Types

Simulator Account: Request a CTS Demo here. You will use the "Simulator" Connection option with these credentials
Live Account: You will receive these credentials from your EdgeClear broker. You will use the "Live" Connection option with these credentials

Creating CTS Connection for EdgeProX

1. The first step is to open EdgeProx and create a workspace for CTS.



        

2. From here, click on "New Workspace"

        


3. Under the "Service" drop down menu you will need to select, "Edge Clear - CTS" In the "Username" section you will need to type in your relevant username. In the "Connection" dropdown menu, you will need to select "Live" or "Simulator" depending on your credentials.


       
      

4. Once done, click on "Create Workspace" to exit the setup process.  Choose your new workspace from the main login window and select, "Continue"


        

5. On the login screen, you will enter your CTS credentials again. Depending on if you are using Live or Simulator credentials for this account, you will select "Live" or "Simulator" on the Connection dropdown menu. After entering your credentials and selecting the appropriate Connection for your credentials, select "Connect".



You should now be logged into EdgeProX with CTS data. If you would like further assistance with accessing EdgeProX with CTS, please contact the EdgeClear broker team.

Additional Resources

Feel free to reach out to the EdgeClear team if you have any further questions or need additional assistance. Below are a few resources to help you get started: