Advisors who have created models in Trader Workstation can include model information in their Activity Flex Queries. In the Models section of the page, select one of these options:
- All - Include data for all models joined together.
- Consolidated - Include consolidated data for all models and a single account.
- Select a Model - Select this check box to view available models in the Model drop-down list. Select a model from the drop-down to view a statement for a single model. Only models that have been created in Trader Workstation for the selected account(s) will appear.
The Model field is also available in all other Activity Flex sections.