Statements / Reporting

Statements / Reporting

Your account includes full access to our online statement and reporting system. The online reporting suite includes:

  • Real-time P&L and balances
  • Aggregated reports for multiple account holders
  • Current day activity summary
  • MTD and YTD activity summaries
  • Cash and stock transfer reports
  • Sorting of trade activity by symbol or date range
  • Tracking of commissions, exchange fees, and rebates
  • Easy viewing of margin requirements for your portfolio holdings
  • Online fund transfer request form
  • Official monthly account statements and daily trade confirms in PDF format

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