Contact - Other Reports
Instructions
To navigate to this page take the following steps.
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From Client Administration page select Contacts and Accounts
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Click the contact's name to open the Contact Information page.
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From the Contact page, click Account Management in the top left corner and select Statements & Reporting > Other Reports.
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Risk Reports
- Margin Reports - View your margin requirements for all open single and combination positions.
- Stress Test Reports - View the change in the Profit and Loss (PNL) of your positions if the underlying price of each declines and increases by predetermined percentages.
- Value At Risk Reports - View an estimate of how much your portfolio may lose due to market movements for a particular time horizon and a given confidence level (“probability of occurrence”).
- Supplemental Reports
- Account Confirmation Letter - A digital letter that confirms your account credentials and information.
- Tax Lot Holding Period Change - Determines when your short-term positions become long-term.
- Transaction Cost Analysis - A dynamic and interactive analysis of your trades marked to various benchmarks grouped by category or on a per-order basis.
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