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
Note:The date range for start date and end date should be within the same calendar year.
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 |
|
Statement Date |
Displays the date on which the statement was generated. |
|
<View PDF> |
Click View PDF to download the statement. |
|
Nick Name |
Displays the name of the account. |
|
Account Number |
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. |
|
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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