Transactions

Instructions

Use the Transactions window to view up to seven days of trade reports and monitor today's working orders.

  1. Tap the More menu and then tap Transactions.

  2. A list of the last seven days displays below the Trade button. Swipe then tap a date to show a list of trades for that day.

  3. From the list, tap a trade to view Trade Details.

  4. Sort the list by tapping any header showing the double arrows. Tap the double arrow icon for that header to change the sort from ascending to descending.

  5. If you have a multiple account structure, you can tap the Account button to view trades for all accounts or select a specific account.

    The view trades by account on the iPad

 

Additional Resources