How to retrieve an archived trading account for tax purposes?
If the client requests to retrieve the account statement of an archived account., kindly refer to the following steps:
Step 1
The Sales sends the request to trading.taipei@vtmarkets.com to un-archive the accounts.
Step 2
After the accounts have been un-archived, the Sales instructs the client to export the account statement.
Note:
- Only the sales team can apply for this request, not clients directly.
- trading.taipei@vtmarkets.com is for internal use only and should not be shared with clients.