Find a Trade
1. Select My Trades from the second level navigation menu.
2. The My Trades page is displayed with a tabular view of the users trades, defaulting to the period under review.
3. To change the display, click on any of the search fields and choose an option:
• Financial Institution Account -enter the account identifier you wish to search on. By entering in the first digits the list will automatically match up the correct account.
• Attested Status -Choose to view All, Attested only or Unattested only.
• Security Name/Symbol - enter the ticker symbol, or part (or all) of the name of the security you wish to search for. By entering in the first digits of the symbol, an automatic match up will be performed.
• Trade Dates -Select the date range for your search.
• Account Type - Covered or uncovered.
4. Click on Search to display the results (or Reset to clear the search criteria back to the default values).
5. Click on the Hide Search link to hide the search fields.
6. The trades table is displayed with the search results.
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