You can keep track of your account in multiple ways.
Visit your Client's Area on the EXANTE website to check the available options.
Client’s Area provides access to:
- Account Summary
- Financial Transactions and Trades
- Account Performance Reports
What’s in Account Summary?
- Create a report for a custom time range
- View the main account parameters with P&L changing in real time
- Choose any start date to view historic data
By clicking the 'Account Summary' tab on the top toolbar, you can access the same information in the desktop trading platform.
On the desktop platform, you can access:
- Account Summary
- Margin Report
- Trade Blotter
EXANTE mobile application
You can also obtain an overview from the EXANTE mobile application. Click on ‘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.
The Reports module in 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.
Account Performance Report is a special area where you can follow infographics on your account success on a periodic basis.
Margin Report in Desktop platform allows you to follow the changes in your Margin utilization level with regards to the assets held on the account.
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 Client’s area, please contact your Account Manager to request this report. Manual creation of Custom report for the client is charged with 90 EUR fee.
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.