You can keep track of your account in multiple ways.
- Visit the Account Summary section in your Client's area on the EXANTE website. There you will see the main account parameters with P&L changing in real time. You can choose any start date to view historic data.
Here’s what you can do in Account Summary:
- Request periodic reports
- Create a custom report for a specific period on the corresponding page
- You can get the same information from the desktop trading platform by clicking 'Account Summary' on the top toolbar.
- You can also obtain an overview from the EXANTE mobile application. Click on Summary in the bottom left corner of the application.
If your tax authorities require an official document signed by the broker, please contact your Account Manager to request such a report.
Please note that Account Summary takes the last mid price to calculate the P&L. If your authorities require you to use any other price type for the report, please contact your Account Manager and request the report that would meet the requirements.
Important note: Be aware that our Account Managers cannot assist you in clarifying the tax requirements applicable to you.