Head to the Address Book and in the menu below click Trades.

To add a new trade, click ‘Add New Trade’ and fill in the trade name, the discipline and the ‘EstimateOne Trade’ - this is just to make sure our trades line up with yours.

To merge two existing trades, click on the arrow that appears next to the 'Edit Details' button that appears alongside the trade you want to merge. From the menu that appears, select the 'Remove / Merge Trade' option. You will then need to choose the 'Merge the trade into another' option and search for the trade you want to merge into.