Navigate the Compliance Portal Menus
Instructions
Find information in Compliance Portal by simply clicking an item on the top-level menu to display the available menu items.
To do so, please follow the steps outlined below.
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Across the top right corner of your Compliance Portal, you will see Home, Pre Trade Compliance, Reports, and Settings. Click any of these tabs to open that page.
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The Reports section is expandable allowing you to select Statements or Flex Queries.