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Viewing Trade Confirmations

From the Trade Confirmations tab of the Statements page, the available statements are listed, by statement date, for the selected account(s) in a particular year.

To filter trade confirmation statement for a specific period

  1. Type the symbol/CUSIP in Symbol/CUSIP.
  2. Enter the date in Start Date.
  3. Enter the date in End Date.

Note:�The date range for start date and end date should be within the same calendar year.

  1. Click Go.

The list of statements for each traded transaction in the selected account(s) for the selected date range is displayed.

Note:�If there is no statement matching the search criteria, the system displays "_____________".

Description of the tabular statement

Column Name

Description

Download

Click View PDF to download the statement.

Nickname

Displays the name of the account.

Account #

Displays the account number.

Note:�The system displays account number based on the settings in the My Settings page. For more information on settings, see Display Settings.

Symbol/CUSIP

Displays the symbol/CUSIP for the account.

Pages

Displays the number of pages available in the statement.

Date

Displays the date.

Inserts

You can select an insert from the drop-down menu. The information is displayed in a pop-up window.

Note:�The system displays No Inserts, if inserts are not available for the statement.

To sort the data in the statement

The data is sorted in ascending or descending order.

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