The name “Stone Wealth Management” is present in the top left corner of StoneX statements. This name is also a subsidiary provider name for Pershing statements.
Please double check the Statement Formats (Pictures) of both of these providers to ensure you are labeling this statement correctly, as they look similar as well.
Extractions:
Beginning Balance
TX: Income
TX: Other
Gain/Loss
Ending Balance
The normal Transaction Detail guidelines will be followed and used for these statements
Table Name: Transaction Detail
Column Names: Date, Description, & Amount
We will not include Sweep Activity in the Transaction Detail.