To configure a Flex Query with AI
- Log in to Client Portal.
- Click the Performance & Reports
- Click on the Flex Queries page
- Click the Configure with AI in the page header
- Describe the data you want in writing (e.g., "Show me my trades and commissions") and click Generate Flex Query
The system will interpret your request and build a Flex Query configuration for you.
Additional Information
- The Flex Queries section in our Client Portal Users' Guide.