Client Order Search

The Client Order Search window allows you to query Kodiak for older Client Orders.

You can search by:

Date From and Date To: The start and end date for the orders you are looking for.

Symbol: The symbol for the orderbook.

Customer: The name(or partial name) or ssn of a customer.

Portfolio Reference #: The reference number of the portfolio specified in the Client Order.

Account Number. The account number for the Client Order.

User: The username of the trader or introducing user.