In this article, you will learn how to access the data related to your account in the Client’s area, on trading platforms, and how to create the reports of your account

You can keep track of your account in multiple ways.

Client's Area

Visit your Client's Area on the EXANTE website and go to the Reports tab.

The Reports module in the Client’s Area allows you to set up periodic reports that are sent out to your registered email daily or monthly in either PDF or CSV format. You can also set custom reports and see all generated reports in a separate tab.

Client’s Area provides access to:

Desktop platform

By clicking the Summary tab on the top toolbar, you can access the same information in the desktop trading platform.

On the desktop platform, you can access:

EXANTE mobile application

You can also obtain an overview from the EXANTE mobile application. Tap Summary in the bottom left corner of the application.

Summary Reports in the Client’s Area, desktop platform and mobile applications show the account status as well as instrument quantity and value. You can download the report from the Client's Area.

Financial Transactions and Trades allow you to check all respective operations on the account. If you require a downloadable Excel report, you can find it in the Client's Area. Should you request a longer period of transaction history, the file will emerge in the Custom Reports section once ready for download.

Account Performance Report is a special area where you can follow infographics on your account success on a periodic basis.

Margin Report in the Desktop platform allows you to follow the changes in your Margin utilization level with regard to the assets held on the account.

In case you use the Demo area, you can reach Account Reports only via the Desktop platform. Client's Area Reports module is available only for clients with access to LIVE trading.

Please note that Account Summary calculates the P&L based on the last mid price. If your tax authorities require an official document signed by the broker and do not accept the documents provided for these purposes in the Client’s Area, please contact your Account Manager to request this report.

Note! Be aware that our account managers cannot clarify the tax requirements applicable to you. In order to clarify matters related to tax inquiries, be sure to contact the relevant legal entity.

I cannot create the report from my Client’s area. What can I do?

If you cannot create a report from your Client’s area, please try to perform the following actions:

If the aforementioned troubleshooting steps were not helpful, please contact our Client Services team, provide the screenshot showing the issue, and we will help you resolve the issue you encountered.