How do I generate statements for the escrow account?

DOWNLOAD ACTIVITY STATEMENTS

You can generate an Activity Statement in Client Portal for your paper trading account which contains information about account activity including positions, cash balances and transactions for your account:…

Escrow accounts will be visible in Client Portal in the same way as all other accounts owned by the clients. You will have read only access to the new escrow account and obtain statements & reports.

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Your escrow account is linked to your regular account(s) but its equity is not considered part of the value of your non-escrow account(s), as these securities are subject to sanctions.

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Yes, statements should be generated in the same way you would if you held multiple non-escrow accounts.

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