Trade Activity Reports

Trade Activity Reports

Login to Report Center (APEX Clearing)
Click on the Apex Online Menu
Under the APEX Accounts heading, click Activity

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In the account search box, type in your account number or name.
Then select the Activity Type (Trades, Money Movements, Position Adjustments)

Enter the Date Range (see illustration below)

 

 

 

 

 

Your activity will be displayed (see illustration below)

 

 

Download your trade activity to an EXCEL SPREADSHEET by locating the icon on the upper right section (See illustration below)

 

 

Create reports any time, 24/7!