Recent Activity

You can see all funding and application activity from the past five days for all client or fund accounts. If no activity occurred a message to that effect will appear. Recent Activity indicates the number of items currently displayed.

1. Click Menu in the top left corner > Home > Recent Activity tab.

   

   For each activity you see date, account title, account number and username. Activities can include funding, account opening or closing-related activities, and related account changes.

2. Use the Search field to quickly locate accounts. Sort the list by any column heading.