The Transaction History page allows you to access a complete view of all your account transactions in one convenient location. This page lets you quickly view, search, and filter your transaction history to show all transaction types, including trades, dividends, and transfers, making it easier to track your account activity. You can toggle between different time periods or enter a custom period to view.
To access the Transaction History page:
- Log in to Client Portal
- Click Performance & Reports followed by Transaction History
- Then select the Time Period, configure Table Columns and set the Filters
Additional Information
- Transaction History available in our Client Portal User Guides