Improvements to the monthly statements

Hi,

as someone who is using both the debit card and placing orders on the market, I find the monthly statement lacks some very relevant information.

I would like the statement to show:

  • total liquidity balance at the end of the month (as a snapshot)
  • total invested amount at the end of the month
  • total reserved amount for the pending orders at the end of the month
  • total withdrawals/deposits for whole account (to-from my bank)
  • separate total withdrawals/deposits to the debit card pot
  • separate total withdrawals/deposits to/from other T212 accounts (crypto, CFD)
  • total of BUY orders and total of SELL orders, also separately from the rest

I think having these information in addition to those we alrealdy have, would be really helpful.
Kind regards

Valentino

1 Like

I’m not 100% sure I understood your question.

But I’m using the TR212 card; and you can generate reports manually, under Documents > Card statements.

Greetings