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Flex Queries in Client Portal:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Select \u003Cstrong>Performance & Reports\u003C\u002Fstrong> followed by \u003Cstrong>Flex Queries\u003C\u002Fstrong> under \u003Cstrong>Reports**\u003C\u002Fstrong>.**\u003C\u002Fli>\u003Cli>Click the Configure (gear) icon next to \u003Cstrong>Flex Queries Delivery.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the Configure (gear) icon across from the \u003Cstrong>Activity Flex Queries\u003C\u002Fstrong> or \u003Cstrong>Trade Confirmation Flex Queries\u003C\u002Fstrong> section and set up your delivery settings.\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Continue\u003C\u002Fstrong> to confirm and \u003Cstrong>OK.\u003C\u002Fstrong>\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>Delivery via sFTP can be selected once it is enabled upon request to Client Services. See: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F38453678\">How can I enable sFTP delivery for my Flex Queries?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>Encryption can be activated once it is enabled upon request to Client Services. See: \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F118742741\">How can I enable encryption for my Flex Queries?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fguides.interactivebrokers.com\u002Fcp\u002Fcp.htm#am\u002Freporting\u002Fdeliveredflexqueries.htm?TocPath=Reports%257CFlex%2520Queries%257C_____5\">Delivered Flex Queries\u003C\u002Fa> in our Client Portal Users' Guide. \u003C\u002Fli>\u003C\u002Ful>",[1204,1210,1212],{"id":628,"title":629,"feedback_context":1205},{"request_context":1206,"type":1207,"id":628,"faq_id":628,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:JFaqHTTP6-de3358b1-1b5f-45ea-82fc-cf300fe5447b","FAQ_NAVIGATION",1794512656285,"8241d4d5-357f-4120-b15a-88794b1d4bbd",{"id":966,"title":967,"feedback_context":1211},{"request_context":1206,"type":1207,"id":966,"faq_id":966,"timestamp":1208,"cir_id":1209},{"id":974,"title":975,"feedback_context":1213},{"request_context":1206,"type":1207,"id":974,"faq_id":974,"timestamp":1208,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=FLEX_QUERIES_DELIVERY\">CONFIGURE FLEX QUERIES DELIVERY\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You can configure delivery settings of Flex Queries in Client Portal:…\u003C\u002Fp>",[1216,1228,1235,1242],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223},"1442557109","How do I configure a Flex Query with AI?",{"request_context":1206,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1209},"FAQ_SIMILAR",1794512656310,"\u003Cp>\u003Cstrong>To configure a Flex Query with AI\u003C\u002Fstrong> \u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>Performance & Reports\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1442557109","FAQ",{"id":1229,"title":1230,"feedback_context":1231,"short_description":1232,"source":1233},"118734579","How do I enable Daily Trade Reports delivery via email?",{"request_context":1206,"type":1220,"id":1229,"faq_id":1229,"timestamp":1221,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=UserSettings&config=StatementsDelivery\">CONFIGURE DAILY TRADE REPORTS DELIVERY SETTINGS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the procedure below to enable Daily Trade Reports delivery via email:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1234,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=118734579",{"id":1236,"title":1237,"feedback_context":1238,"short_description":1239,"source":1240},"32653514","How do I configure the delivery settings of my Activity Statements?",{"request_context":1206,"type":1220,"id":1236,"faq_id":1236,"timestamp":1221,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=UserSettings&config=StatementsDelivery\">CONFIGURE STATEMENT DELIVERY SETTINGS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log into \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click \u003Cstrong>Performance & Reports\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1224,"title":1225,"link":1241,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=32653514",{"id":1243,"title":1244,"feedback_context":1245,"short_description":1246,"source":1247},"58445893","How do I create a Flex Query in CSV format?",{"request_context":1206,"type":1220,"id":1243,"faq_id":1243,"timestamp":1221,"cir_id":1209},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_FLEX_QUERIES\">MANAGE FLEX QUERIES\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to create, edit or cancel a custom Flex Query:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1248,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=58445893",{"request_context":1206,"type":1250,"id":1200,"faq_id":1200,"timestamp":1208,"cir_id":1209},"FAQ_CONTENT"]