Client Summary Report
Instructions
You can run this snapshot of client balances and performance over a one-day period. Because information on client’s statements is displayed “as of” the cut-off time for each individual exchange, it should be noted that information on your client summary report may not equal information on your client’s statements.
- Click Performance & Reports > Advisor Reports > Client Summary.
- Alternatively, click Menu in the top left corner Reporting > Advisor Reports
- Select the advisor account from the Account Selector.
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Select the blue Run arrow icon to the right of Client Summary.
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Make the following selections:
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In the Date field, select the date for the report.
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In the Language field, select your language .
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Click Run to generate the report.
