RUN ACTIVITY STATEMENTS RUN FLEX QUERIES
Client transaction fees are detailed in the Consolidated Activity Statements under the Transaction Fees section. Advisors can also use the Activity Flex Query titled "Transaction Fees" to export data in CSV, XML or Text format.
Use the button above or follow the below procedure to run Activity Statements:
- Log in to Advisor Portal
- Click on Performance & Reports followed by Statements
- Click the Run (arrow) icon next to a statement to run it.
Use the button above or follow the below procedure to run Flex Queries:
- Log in to Advisor Portal
- Click on Performance & Reports followed by Flex Queries
- Click the Run (arrow) icon next to a Flex Query to run it.
Find more information about Transaction Fees in the Reporting Guide.