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Audit Trail

The Audit Trail page lets Master account users view Account Management requests for their own accounts.

Who can access the Audit Trail page?

You can access this page if you are a(n):

• Advisor Master User Individual
• Advisor Master User Organization (can view Audit Trail for advisor master account only)
• Proprietary Trading Group Master User (can view Audit Trail for master and sub accounts)
• Broker Master User (can view Audit Trail for master and non-disclosed client accounts)
• Investment Manager Master User

To view the audit trail

1. Click Manage Account > Security > Audit Trail.

2. Select the number of days back you wish the audit trail to include by selecting All, Previous 90 Days or Previous 180 Days from the Show requests drop-down list, then click Submit.

The page refreshes with the updated information.

The audit trail displays type of request, the date and time of the request, the date and time the request was updated (if applicable), and the state of the request (CONFIRMED, ACKNOWLEDGED, PROCESSED, CANCELED).