Trading Account Report

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Brokers can perform multiple functions to refine or filter the trading account data for better analysis, monitoring and tracking. The functions include:

  1. Trading Platform Dropdown List

  2. Search Bar

  3. Field Display Settings

  4. Filter

  5. Download

  6. Summation of Data

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