General actions
1. Log in to the broker’s website through a browser (tradestation.com), Log In → Client → CenterLogin.
2. Next select Accounts
Report on transactions with securities and dividendscciones con valores y dividendos
1. Next – Equities Accounts
2. Select – Trades & Other Transactions.
Provide dates range and select Microsoft Excel format.
3. Click View / Download.
Futures report
1. Futures Accounts
2. Trades & Other Transactions.
3. Transaction type → Transactions
4. Download the required number of reports for the entire year, keeping in mind that the date range of each report cannot exceed 3 months.
5. Transaction type → Trade Blotter
6. Similar to the previous one, download the required number of reports for the entire year, taking into account that the date range of each report cannot exceed 3 months.
