SFTR
Instructions
The Securities Financing Transaction Regulation Report can be run for Eligible Clients only. To do so, follow the steps below.
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Click Performance & Reports > Other Reports.
Alternatively, click Menu in the top left corner > Reporting > Other Reports.
- If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account.
The Other Reports screen opens.
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Navigate to the Regulatory Drop Copies section.
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Select the blue Run arrow icon to the right of SFTR.
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Select a Date and click Run.
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The SFTR Report will populate on your screen.