Triad Securities is pleased to announce the rollout of their new mobile enabled portfolio reporting.
Clients can now securely access and view their P&L, positions, moneyline, transactions, and new issue information from the convenience of their mobile phone.
"Whether you are on the go or just away from your desk you can always access your account via your mobile phone. Trading and account information are now always on hand lending some peace of mind. You can even see our latest information on IPOs and secondaries."
- Richard Schultz, President, Triad Securities Corp.
The mobile site features an intuitive menu for simple navigation and streamlines data for swift viewing. There are three portfolio reporting sections available: 1) Positions - currently held securities with share amount, current price, and market value, 2) Moneyline - cash, margin, and fund balances, current and previous net worth, SMA, buying power limits, and buying power by security type, 3) Transactions - view all trading activity within a specified date range. The P&L reporting is viewable by security and in aggregate levels both realized and unrealized in daily, monthly, year-to-date, and inception-to-date timeframes.
The mobile site is optimized for the iPhone, BlackBerry, and other mobile phones with integrated web browsers. Users simply point their mobile browser to: triadsecurities.com, whereupon the site automatically detects the mobile device and accordingly displays the mobile version of the reports.