How do I create, edit or delete a Flex Query?

To create, edit or cancel a custom Flex Query, login to Client Portal/Account Management and go to Reports followed by Flex Queries. Click the Create "+" icon to create an Activity Flex Query or Trade Confirmation Flex Query Click the Edit (pencil) icon next to an existing Flex Query to modify it Click the Delete "X" icon next to an existing Flex Query to delete it. See additional details on how to Create an Activity Flex Query, Trade Confirmation Flex Queries or View, Edit and Delete Flex Query Templates in the Client Portal Users' Guide.

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.