How to Download an Agent Customer Statement in Brokerage Engine Accounting

    • 0 step |
    • 28 seconds
      Navigate to Brokerage Engine
      Click "Accounting"
      Click "Customers"
      Search for the Customer and click on the Action button.
      Click "Transaction List"
      Click "Download Statement"
      Click this date field.
      Click "Preview and Print"
      The Customer Statement will populate.
      Click "Download PDF" to create a sharable file.
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