Use the button above or follow the below procedure to access Margin Reports, Stress Test Reports, Value at Risk Reports, Transaction Cost Analysis, Account Confirmation Letter and more for your account:
- Log into Client Portal
- Click Performance & Reports followed by Other Reports
- Select the desired report
- Select Period, Date, Format and Language
- Click RUN.
Additional Information
- How can I see my margin requirements in Client Portal?
- How can I see the change in the Profit and Loss of my positions if the underlying price moved by 10%, 20% or 30%?
- How can I see an estimate of how much my portfolio may lose due to market movements?
- How can I analyze the cost of the decision to trade?
- How can I see when my securities qualify as Long Term?
- How can I get a confirmation letter for the account opening?