How do I create a Trade Confirmation Flex Query?

CREATE TRADE CONFIRMATION FLEX QUERY

Use the button above or follow the below procedure to create a trade confirmation flex query.

  1. Log in to Client Portal.
  2. Click Performance & Reports followed by Flex Queries
  3. Click the + sign across from the Trade Confirmation Flex Query.
  1. Enter a value for Query Name.
  2. Scroll down to Sections and click on Trade Confirmation. Place a check in the Order ID box.
  3. Click SAVE, CONTINUE and CREATE.

Additional Information

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