Generating an account statement (Webtrader)

Note: In this procedure, the word ‘click’ refers to either a click or a tap.

1. If the trading account you want the statement for is not the account that is currently in use:

a. Click menu at the top right of the window. The System Actions menu appears.

b. Select Trading accounts.

c. Select Webtrader on the tile of the account of interest.

2. Click Portfolio near the top left of the window.

3. Select Account Statements from the menu that appears. The Account Statement window appears.

4. Select the period of interest. (If you choose Dates, specify the From and To dates.)

5. Click Generate Statement. An online statement appears showing a financial summary, your orders, open positions, etc.