Activity
View information from the PortfolioAnalyst downloadable report sections: Trade Summary, Deposits & Withdrawals, Interest, Fees, Dividends, and Corporate Actions.
To navigate to this tool, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Activity widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Activity widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your activity.
