MiFIR

Instructions

The Markets in Financial Instruments Regulation Report can only be run for Eligible Clients . To do so, follow the steps below.

  1. Click Statements & Reporting in the top left corner and select Other Reports.

  2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account.

    The Other Reports screen opens.

  3. Navigate to the Regulatory Drop Copies section.

  4. Select the blue Run arrow icon to the right of MiFIR.

    The MiFIR menu in portal

  5. Select a Date and click Run.

    The MiFIR panel in portal.

  6. The MiFIR Report will populate on your screen.

 

Additional Resources