If you wish to generate your brokerage report, go to Member Area (1), then click on Brokerage Reports (2).
The platform offers 3 types of reports: Broker Report (1), Custody Report (2) and Trade Report for Tax Return (3).
You can specify your preferred settings below (4), such as reporting period and dates. Once these parameters have been specified, click the tick/Create Report (5) for the report to be generated.
If you want your reports to be sent over to your email, click on the Settings button (6) on the right.
You will get a confirmation pop-up on the right hand side, once the request has been submitted.
Mobile Version:
If you wish to generate your brokerage report, go to Menu → Reports and documents (2) → Brokerage Reports (3).
The platform offers 2 types of reports: Broker Report (1) and Custody Report (2).
You can specify your preferred time settings (3), such as reporting period and dates. If you want your reports to be sent over to your email, check “Send report by email” (4) on the right. Once these parameters have been specified, press the Create Report (5) for the report to be generated.
You will get a confirmation pop-up at the top of the screen, once the request has been submitted.
