Unapplied Credits

Search for Unapplied Credits

Use this screen to search for any client balances that have unapplied credits toward the account.

You can filter by the total client balance, the amount of the credit or deposit, or the amount on the open orders.

Note that Open Order Balance may cause the search to take a long time if the range of values selected is great, as this searches query includes the transaction tables.

Results will appear at the bottom of the screen.