6.1 Margin Transaction Query

This topic describes the margin transaction query process such as query and view the details of margin transaction and margin transaction query screen.

All margin transactions that are authorized, including cash and securities margin transfers can be queried and viewed, using ‘Margin Transaction Query’ function.

The filters that can be captured for querying margin transactions include,

• Collateral type, Margin event type and Agreement or Portfolio or Contract
• Margin transaction Date range

User can view the details for,

• All authorized margin transactions for the selected Agreement or Portfolio or Contract

Margin transactions can be queried only for the branch to which user has access.

This topic has the following sub-topic

• Process to query and view the details of margin transaction
  This topic provides the systematic instructions to view the details of margin transaction.
• Margin Transaction Query – Report Fields