Run a Flex Query
Instructions
Once you create a custom Flex Query, you can run it in Portal using one of two methods:
- Quickly Run a Saved Flex Query or Trade Confirmation Flex Query from the Run a Flex Query panel on the Flex Queries screen.
- Run a Custom Activity or Trade Confirmation Flex Query from the Custom Flex Queries panel on the Flex Queries screen.
Quickly Run a Saved Flex Query
- Click Performance & Reports > Flex Queries.
- Alternatively, click Menu in the top left corner > Reporting > Statements.
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If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.
The Flex Queries screen opens.
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Select the blue Run arrow icon to the right of the saved Flex Query that you want to view.
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Select the Period, Format, and how you want the Flex Query to be configured for multiple selected accounts and/or partitions. Consolidated statements combine the data for multiple accounts into a single statement, while ZIP saves separate Flex Queries for selected accounts in a single zipped file.
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Click Run.
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When prompted, save the Flex Query or zipped file to your computer.
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You can open your Flex Queries in a program that can read text or XML files.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus