1. Access the Reports Section
Log into your Trading Account Management Portal
Click on Performance & Reports
From the second column, click Statements
2. Run a Standard Activity Statement
Click the forward arrow next to the Activity Statement
In the pop-up:
Choose the desired time period (week, month, year)
Set the date range
Set the format to PDF
Choose your preferred language
Click Run
3. Create a Custom Statement
If you need a report with specific information only (e.g. dividends, commissions, trades):
Go to Performance & Reports > Statements
Click the Plus (+) button to create a custom template
Title your statement
Leave Statement Type as “Activity”
Tick the sections you want to include
Example for a Dividend Statement:
Account Information
Change in Dividend Accruals
Combined Dividends
Dividends
Open Dividend Accruals
Payment in Lieu of Dividends
4. Final Configuration and Generation
Under Section Configuration, defaults can be kept.
Under Delivery Configuration:
Set Format to PDF
Choose the reporting period
Then:
Click Continue
Review and click Create
On the Statements page, click the arrow to Run your custom report
