CREATE CUSTOM ACTIVITY STATEMENTS
Create a custom Activity Statement from Client Portal:
- Log into Client Portal.
- Click Performance & Reports and then click by Statements.
- In the Custom Statements panel, click the Create "+" icon on the right-hand side.
- Enter a statement name and select the "Trade Summary by Asset Class" section.
- Click Continue.
- Click Create and OK.
Additional Information
- Create a Custom Statement in the Client Portal Users' Guide.