Securities Report Criteria
Contents
Click on Investments on the Sidebar Menu. Then click on Reports | Securities Information.
Overview
This is a series of reports designed to list information in the Security File.
Used To Narrow Down Your Report
Security
If you want to report on only one security, click on this field and choose it from the list. This is useful when you want to take a hard copy of the list. Otherwise you could just go to the Modify Security Screen and see the same thing.
Investment Type
To limit the list to just one type of investment, click on this field and choose the type from the list.
Type Examples
Mutual Fund
Common Stock
Company
To see which funds you have with just one fund company, click on this field.
Company Examples
Oppenheimer
American Capital
Download Source
You can select from among the various download modules available. Some of the items on the list may not pertain to you.
Download Source Examples
TD Ameritrade
DST Fanmail
Pershing
See Also
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Read the comment field next to the report listing to see what you will get on the report. These reports can be long, so to find some particular information, use the search criteria. Save the report to a PDF using the File Save feature rather than using lots of paper. |
