Deposits and Withdrawals
This section shows all incoming and outgoing cash transactions for your account and appears only in the version of the Quarterly Activity Summary for Advisors who have been granted additional advisor authorizations. Totals are shown for the Amount column.
Column | Description |
---|---|
Settle Date | The date and time that the deposit or withdrawal settled. |
Description | The description of the deposit or withdrawal. |
Amount | The amount of the deposit or withdrawal (withdrawals are shown as negative numbers). |
Code | The code abbreviation. |