Ease of Use

Accessing your information is a simple two step process where you select your account and then the function you require.

Screen Grab


To view SUMMARY INFORMATION about your accounts

Click on your Client name
Select an option from the available Functions:
  • Client Summary
  • Client Product Purchases
  • Trading Budget Comparison
  • Trading Budget Graph

To view ACCOUNT STATEMENTS

Select an account from the Accounts menu
Then choose one of the available Functions:
  • Statement Enquiry
  • Transaction Analysis
  • Account Product

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