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.