Transaction History

Instructions

The Transaction History section gives you a complete view of all your transactions in one convenient location. Use it to quickly view, search, and filter your transaction history across all trades, dividends, and transfers. To access it, follow the steps below.

  1. Click Performance & Reports, followed by Transaction History.

    • Alternatively, click Menu in the top left corner > Reporting > Transaction History.

    The Transaction History in portal.

  2. Select a time period:

    • 7D - 7 Days

    • MTD - Month to Date

    • 1M - 1 Month

    • YTD - Year to Date

    • 1Y - 1 Year

    • Custom - Custom Date Range

  3. Add or remove table columns by selecting the configure wheel icon.

    The Transaction History configure table columns in portal.

  4. Click the filter icon to filter the page by Transaction Type or Symbol.

 

Additional Resources