Data Queries
Instructions
Use the Client Data Queries feature to run reports based on performance, symbol or transaction count.
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Click Statements & Reporting in the top left corner and select Data Queries.
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Run a report on performance: The report contains query accounts with performance greater than and/or less than a specified TWR.
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Run a report based on symbol: The report will display any activity in the symbol or if the position was held in the account during the selected time period.
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Run a report on transaction count: The report will show which activity surpasses the threshold. The activity can include trades, dividends, and position transfers but does not include interest.
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Run a report on Required Minimum Distribution: This report will show which clients need to make an RMD for the selected tax year.
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