Advisors can log in to Advisor Portal and create Activity Statements at the Advisor account level or individual client account level, or create a consolidated statement which can include some or all of your accounts.
To create a customized statement:
- Log into Advisor Portal.
- Click Performance & Reports followed by Statements under Reports.
- In the Custom Statements panel, click the Create "+" icon on the right-hand side.
- Enter a statement name and configure the fields as desired.
- Click Continue.
- Click Create and OK.
You can now run your new custom statement from the Run a Statement panel on the Statements screen.
Additional Information
- You can see an overview of how to create and customize client statements in the Traders' Academy Advisor Reporting study notes.
- Statements and trade confirmations in our Users' Guide.