CREATE TRADE CONFIRMATION FLEX QUERY
Use the button above or follow the below procedure to create a trade confirmation flex query.
- Log in to Client Portal.
- Click Performance & Reports followed by Flex Queries
- Click the + sign across from the Trade Confirmation Flex Query.
- Enter a value for Query Name.
- Scroll down to Sections and click on Trade Confirmation. Place a check in the Order ID box.
- Click SAVE, CONTINUE and CREATE.
Additional Information
- Trade Confirmation Flex Queries in the Client Portal Users' Guide.