OmniVest Forum : OmniVest News : COR Account Activity for 2016

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OmniVest Developments OmniVest News COR Account Activity for 2016		Last Activity 2/20/2018 9:38 AM 1 replies, 1226 viewings

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Angela Duran

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Posts: 168

Joined: 10/11/2012
Location: Nirvana Systems

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Subject : COR Account Activity for 2016
Posted : 10/20/2016 11:26 AM
Post #36581

Attn GXT Customers,

By this time, your account at COR should be closed. Please consider downloading your account activity for your COR account now. The account activity may be needed for the 2016 tax year and this file is only available for 1 rolling year. Not everyone requires this file but if you are running Tradelog, you might need this to create the form 4797.

To access your account through the web portal at COR Clearing, you may login by using the direct link below.

Your User ID is your COR account number. If you have not accessed your account in a while, you may need to have your password reset. COR will disable the login for security reasons for extended periods without use. Contact the Gar Wood trading desk to reset your COR password at 512-623-7774.

https://corclearing.automatedfinancial.com/secure_login.html

To retrieve your account activity from the main page, click on Account Information. Then, click on Account Activity. You will need to input the date range you want to search, and choose the appropriate filters. The default is both boxes are checked, but if you want to see just Trade History uncheck the box for non-trade activity. The non-trade activity is all cash movements, including dividends, platform charges, margin interest, deposits and withdrawals.