Monthly Market Value Report

• Permission required: Run and view the monthly market-value report, refer to Global and Group Permissions
• From the Account Owner’s Card select More Actions (1) then select the Monthly Market Value Report (2)

• Select the date range From date and To date
• If Use the account owner’s preferred currency is selected the results will be converted to the preferred currency on the account owner. If not selected the
  Account Details Preferred Currency will be used. For more details refer to Preferred Currency on Investor Accounts
• Select Generate to generate the report
• The results can be downloaded by selecting the green download icon

Last Updated on 3 years ago by Tinus Burger