Statements

Statements

Statements are handled as part of the Personal Trading module in vMyComplianceOffice. Statements and trade confirms are processed on the Statement Processing page. The number of processed statements per brokerage account are listed on the Statement Tracking page; together with the number of trades and the date of the last holding received - for any given period. Statements and Confirms can be opened and viewed from the Trading Docs page, where they can also be marked as reviewed.

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