Account Queries

Use the Account Queries tool to search accounts by account type, account status, application type, margin type, and additional criteria.

Note: The Account Queries tool can only be accessed by users enrolled in the Secure Login System.

  1. Click Menu in the top left corner > Administration & Tools > Account Queries

  2. Click the + icon in the upper right corner to Create an Account Query

  3. Enter a query name, select the query sections, and select Continue

  4. Review the Account Query and click Ok.

  1. Click Menu in the top left corner > Administration & Tools > Account Queries

  2. Click the Run arrow icon next to the query you want to run.

  3. Once the query is run, the results are displayed in a table:

  4. Select Export to CSV to download page content as a CSV file.