Find My Trading Docs
1. Click the My Trading Docs tab.
2. Use the search filter to narrow the criteria.
• Associated Financial Institution - choose from a list of available financial institutions for your firm.
• Financial Institution Account - enter the account number you are looking for. An automatic match will be found if the number is registered in the system.
• Document Type -choose All, Statement or Confirm.
• Attested - choose All, Unattested or Attested.
• Dates - choose within the date range for the Statement or Confirm you wish to search for, by choosing the dates from the From Date and To Date fields.
3. Click the Hide Search link to close the search fields.
4. Click on an entry to view to view details of the trading doc.
5. Click on the Title (underlined) to open the Statement or Confirm.
6. The Statement or Confirm will open in a separate browser window.
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