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