Account Reporting

The Reporting panel on the Account Settings screen lets you configure the following account settings:

• Base Currency - Modify the base currency for your account.
• US Consolidated Audit Trail Reporting - Configure CAT Reporting
• FTP - How to view your sFTP credentials, if applicable.
• PGP Key - Encryption for file delivery.
• SMS Alerts - Use this page to enable SMS alerts.
• MiFIR - MiFIR Transaction Reporting applies to European Economic Area (“EEA”) Investment Firms. As a client of an investment firm that uses the platform, you may be required to provide additional information to allow the proper transaction reports to be filed.