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Activity Flex Query

Trading Term

Activity Flex Queries are one of the most powerful reporting tools available through our portal ecosystem. They serve as highly customizable report templates for Activity Statements, giving you precise control over exactly what data you see, how it’s structured, and how it’s delivered. Unlike standard Customized Activity Statements — which only allow you to include or exclude full sections — Flex Queries allow you to include and exclude information at the individual field level, providing a far more granular and tailored reporting experience.

AI Summary – Activity Flex Queries: Customizable Reporting for Your Account Data

User Guide – Run a Flex Query

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