Trading

Where can I see my realized P&L?

Clients may view Realized and Unrealized performance by downloading an Activity Statement. Log in to Client Portal/Account Management and select Reports followed by Statements. From the Default Statements panel, select Activity and run a statement for the desired period in order to view the Realized & Unrealized Performance Summary.

More information on Realized & Unrealized Performance Summary can be found in our Reporting Guide.

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