CONFIGURE DAILY TRADE REPORTS DELIVERY SETTINGS
Use the button above or follow the procedure below to enable Daily Trade Reports delivery via email:
- Log in to Client Portal
- Click Performance & Reports followed by Statements under Reports
- Click the Configure (gear) icon next to Statements Delivery
- Click the Configure (gear) icon next to Default Statement Delivery
- Next to Daily Trade Report select Email with Attachment
- Click Continue to confirm followed by OK.
Additional Information
- Delivered Statements in the Client Portal Users' Guide.