Statements / Reporting

Your account includes full access to our online statement and reporting system.  The online reporting suite includes:

• Real-time P&L and balances 
• Aggregated reports for multiple account holders 
• Current day activity summary 
• MTD and YTD activity summaries 
• Cash and stock transfer reports 
• Sorting of trade activity by symbol or date range 
• Tracking of commissions, exchange fees, and rebates 
• Easy viewing of margin requirements for your portfolio holdings 
• Online fund transfer request form
• Official monthly account statements and daily trade confirms in PDF format