---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Setting up Legal Stock Preclearance

# Setting up Legal Stock Preclearance {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure the foundation data for your stock preclearance process to enable employees
to submit preclearance approval requests before they trade in the securities.  
As an administrator, you can review the installed components and modify them or add new ones as applicable.

* Legal stock approvers
* [Fiscal
  calendar](https://www.servicenow.com/docs/access?context=t_GenerateFiscalCalendar&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US)
* [Trading windows](https://servicenow-prod.fluidtopics.net/A_djGw1yabTNp4iu7B6ZoA "Set up a trading window for a period in which certain designated employees of the organization are permitted to trade in the securities of your organization.")
* [Trading holidays](https://servicenow-prod.fluidtopics.net/MGGbkdWZC77K7NRLpyrCjw "Add trading holidays during which the trading is closed.")
* [Access Persons
  list](https://servicenow-prod.fluidtopics.net/afl8TK1T56KrctHRB8nr~g "Add users who have access to non-public information regarding the trade of securities of your organization.")
* [Notifications](https://www.servicenow.com/docs/access?context=t_CreateANotification&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US)
{#legal-stock-pre-administration__ul_pzh_qx5_rnb}
* **[Install Legal Stock Preclearance](https://servicenow-prod.fluidtopics.net/cvYK9vh7n9XEh7LaTg1_JQ)**   
  You can install the Legal Stock Preclearance application (sn_lg_stock_cp) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they aren't already installed.
* **[Set up a trading window](https://servicenow-prod.fluidtopics.net/A_djGw1yabTNp4iu7B6ZoA)**   
  Set up a trading window for a period in which certain designated employees of the organization are permitted to trade in the securities of your organization.
* **[Add trading holidays](https://servicenow-prod.fluidtopics.net/MGGbkdWZC77K7NRLpyrCjw)**   
  Add trading holidays during which the trading is closed.
* **[Manage access persons list](https://servicenow-prod.fluidtopics.net/afl8TK1T56KrctHRB8nr~g)**   
  Add users who have access to non-public information regarding the trade of securities of your organization.