Manage counterparties

This article contains instructions on how to view your counterparty invitations to/from other companies, and how to manage the status of your approved counterparties.

View all invitations

1. Click "Invitations" to view a complete list of all invitations that your company has sent and received.
2. Click "Accept invitation" to accept the invitation, or click "Decline" to ignore the invitation.
3. You can also choose to withdraw an invitation you have sent previously by clicking "Cancel invitation". This company will then be removed from the list.

Invite a company to join the Montel Match

Click "+ Invite company" in the top right corner to invite companies to join Montel Match. An email invitation box will then pop up.

Type in the email address(es) of of your choice and click "Send" to send the invitation to a new user. Separate emails with comma.

How to block/unblock a company

Effectively manage your counterparty risk by opting to "block" companies with which you choose not to trade.

Click on the card of the company that you want to block. This opens the company profile card.

Click "More" to see a drop-down menu with the option to block the company.

Click “More” and select “Block company” from the dropdown menu. By blocking a company, you ensure that this company will not be able to view or trade on your orders.

The status of the company card will be updated to reflect its “blocked” status.

You have the option to ‘Unblock’ the company at any given time. Click “More” and select “Unblock company” from the dropdown menu.

How to pause/unpause a counterparty

Effectively manage your counterparty risk by opting to "pause" counterparties with which you choose not to trade.

Click on the card of the counterparty that you want to pause. This opens the company profile card (below).

Click “More” and select “Pause counterparty” from the dropdown menu. By pausing a counterparty, you ensure that this company will not be able to view or trade on your orders.

The status of the company card will be updated to reflect its “paused” status.

You have the option to ‘Unpause’ the counterparty at any given time. Click “More” and select “Unpause counterparty” from the dropdown menu.