Trade confirmations can be produced through the Transactions Module or through the Transactions Tab of an investor profile.
Transactions Module
Access the Transactions Module by clicking on the icon in the left hand side menu.
2. Locate the transaction you require the confirmation for. You can do this quickly and easily by utilizing the search functions at the top of the page. You can also click on the individual transaction number in the Transactions table.
3. Select the transaction, and then under the Transaction Details select Preview Confirmation. You will be able to save or print the Trade Confirmation from this window.
Individual Profile - Transactions Tab
Navigate to the Investors Module and select the investor.
2. Once in the investor profile, navigate to the Transactions Tab. From here, you can either choose the individual transaction number or use the search tool to filter for the criteria you're looking for. The process is the same as above to 'Preview Statement.'
