How To Pull Client Trade Statement From MT4
Login MT4 Manager
- Type in the client's MT4 account number.
- Click on the "History" tab to view the client's trade history.
- We can select the time period for the statement that the client wants on the History Report.
- We can proceed by clicking OK after selecting the date.
- Right-click on the report that you want to save.
- Select "Save Detailed Report" from the menu.
- In the Save As dialog box, select "HTML Files (*.htm)" from the save as type. Enter a file name for the report and click "Save".
- After successfully pulling the trade statement, the trade statement will appear as shown in the link below. Click on the link to view the trade statement. StatementDetailed_888019268.gif
The image below shows how we sent the statement report to sales. We attached the report to an email and sent it to the sales team
Michael's tip:
We can also save the trading statement as a PDF and send this off to the client or sales/account manager.
Press Ctrl P to open the Print window, from there we can choose option (highlighted in yellow) Save as PDF which we can then email to client/sales as a PDF document.