How to Generate an Account Statement from the Client Portal

You can keep track of your trading activity by generating reports straight from your Client Portal.

Here’s how:

1. Log in to your Client Portal.

2. Click “Reports” on the left-hand panel.

3. Choose your report type (e.g., Account Statement, Transaction History).

4. Select your account and set the date range.

5. Click “Run” to generate the report.

Need a copy?

You can download the report as an Excel file or save it in CSV format for your records.