Data Queries

Instructions

Use the Client Data Queries feature to run reports based on performance, symbol or transaction count.

  1. Click Menu in the top left corner > Administration & Tools > Client Data Queries

    • Run a report on performance: The report contains query accounts with performance greater than and/or less than a specified TWR.

    • 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.

    • 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.

    • Run a report on Required Minimum Distribution: This report will show which clients need to make an RMD for the selected tax year.

 

Additional Resources