DISTRIBUTION
Investor report recipients
Approved investor reports are sent only to active addresses configured here.
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SYSTEM CONFIGURATION
Settings
Reporting source, distribution and institutional control settings.
DATA SOURCE
Interactive Brokers Flex
Flex Query ID1616052
Web Service tokenConfigured securely
SourceIBKR Flex
REPORTING POLICY
Performance reporting
Investor frequencyMonthly
Internal frequencyDaily
Calmar presentationFull period only
Management / performance fees in IBKRNo
RELEASE CONTROL
Approval policy
A generated report cannot be distributed until all critical validation checks pass and an authorized reviewer approves the exact report artifact.
Human approval required for external distribution