Transaction History
Instructions
The Transaction History section provides access to a complete view of all your account transactions in one convenient location. This page allows you to quickly view, search, and filter your transaction history. This enhanced page shows all transaction types, including trades, dividends, and transfers, making it easier to track your account activity.
To access this page, please follow the steps outlined below.
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Click Performance & Reports followed by Transaction History
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Alternatively, click Menu in the top left corner > Reporting > Transaction History
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Select a time period. Choose between:
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7D - 7 Days
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MTD - Month to Date
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1M - 1 Month
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YTD - Year to Date
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1Y - 1 Year
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Custom - Custom Date Range
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Add or remove table columns by selecting the configure wheel icon.
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Click the filter icon to filter the page by Transaction Type or Symbol.
