CONFIGURE FLEX QUERIES DELIVERY
You can configure delivery settings of Flex Queries in Client Portal:
- Log in to Client Portal.
- Select Performance & Reports followed by Flex Queries under Reports**.**
- Click the Configure (gear) icon next to Flex Queries Delivery.
- Click the Configure (gear) icon across from the Activity Flex Queries or Trade Confirmation Flex Queries section and set up your delivery settings.
- Click Continue to confirm and OK.
Please Note
- Delivery via sFTP can be selected once it is enabled upon request to Client Services. See: How can I enable sFTP delivery for my Flex Queries?
- Encryption can be activated once it is enabled upon request to Client Services. See: How can I enable encryption for my Flex Queries?
Additional Information
- Delivered Flex Queries in our Client Portal Users' Guide.