How do I download my monthly statement?
You can generate an activity statement which contains information about account activity including positions, cash balances and transactions for your account.
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- Log in to Client Portal and go to Reports > Statements.
- Select Default Statement Type as “Activity” and set your preferred time period.
- Select the “Format” as “PDF” and language of your choice from the available options and click “Run Statement”.
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You can save the PDF file or print it directly.