Review a trading plan (to approve/reject the plan)

When a trading plan is submitted by a stakeholder you'll receive an email notification that a trading plan is ready for review. it must be reviewed by an administrator before it can become active. Upon receiving the email notification, you should log in to Liquifi to complete your review and approve/reject the trading plan. Here are the steps to take for this:

1. Identify the email (sample below) and click View plan submissions, or log in to Liquifi via https://app.liquifi.finance/ and navigate to the Trading Plans page from the main navigation under More.

2. Navigate to the Needs review section of Trading plans.

   

3. Identify the trading plan you'd like to review and press Review.

4. Review the trading plan details.

   1. if required, you can download the corresponding trading plan input sheet for review.

5. Once you've reviewed the trading plan details, either Approve or Reject the trading plan.

   1. If you Approve the trading plan, the stakeholder will be notified via email that their trading plan has been approved (see below for sample email). No additional action is required.

      

   2. If you Reject the trading plan, the stakeholder will be notified via email that their trading plan has not been approved (see below for sample email). No additional action is required.