Client Revenue and Expense

Instructions

Brokers may run this report to view a snapshot of a client's expenses, revenue, net revenue, gross margin, and aggregated client MTM.

  1. Click Performance & Reports > Other Reports.

    • Alternatively, click Menu in the top left corner > Reporting > Client Revenue and Expense

  2. If you manage or maintain multiple accounts, the Account Selector opens. Select the broker account.

  3. Select the blue Run arrow icon to the right of Client Revenue and Expense.

    Image of the client revenue and expense report panel in broker portal.

  4. Make the following selections:

    • In the Date field, select the date for the report.

    • In the Language field, select your language .

  5. Click Run to generate the report.

 

Additional Resources