Your activity and account performance can be viewed directly inside the Client Portal.
Steps
- Log in to your Client Portal.
- Click on Reports from the left-side menu.
- Choose the report type:
- Deposit/Withdrawal Report
- Internal Transfer Report
- You may filter by:
- Date Range
- Click export to download report.
Notes
- Reports help track your performance and tax-related documentation.
FAQ
Q: Why don’t I see any trades in my report?
A: Ensure you selected the correct trading account.
