VIEW LAST 90 DAYS TRANSACTIONS VIEW OLDER TRANSACTIONS
Use the button above or follow the below procedure to view the latest status of any deposit, withdrawal, internal transfer or position transfer request for the last 90 days:
- Log in to Client Portal
- Select Transfer & Pay followed by Transaction Status & History
- The screen will show by default information for deposits/withdrawals from the last 10 days
- You can view older transactions by adjusting the date range at the top of the screen. The date range can be maximum 90 days long.
Use the button above or follow the below procedure to see deposit/withdrawal details for older periods in the Activity Statements. You will be able to view all deposit/withdrawal activity in the Deposits & Withdrawals section of the Activity Statement. It is not possible to create a statement longer than 365 days, so if your account has been open for more than a year you will need to download yearly statements for each year your account has been operational for up to 5 years.
- Log in to Client Portal
- Click Performance & Reports followed by Statements
- Select Default Statement Type as "Activity" and set your preferred Period
- Select the Format and the Language and click RUN STATEMENT
- If there is any deposit/withdrawal activity you will see a section titled Deposits & Withdrawals that will list any deposits or withdrawals which happened during that time period.
If you cannot find the deposit information in these areas, it's possible that the transaction is still being processed and hasn't been reflected in your account yet. In such cases, you may need to wait for the transaction to be fully processed and reflected in your account.
Find more information on viewing transaction history in the Client Portal Users' Guide.