Statements & Reports 2021 Release Notes

Advisors and brokers enrolled in Full Service can now configure default statement notification settings on behalf of clients in bulk. For more information, see the Portal User Guide.

Cryptocurrencies added to Activity Statement, Trade Confirmation, Activity Flex, and Margin Report.

Advisors and brokers can now create custom statements, flex queries, and PortfolioAnalyst reports on behalf of clients and configure the reports to be delivered directly to the client's email. For more information, see the Portal User Guide.

New Physical Delivery financial instrument now available for Activity Statement and Activity Flex.