Account History

What is it?

The Account History page shows historical transactions in the trading account, including: Buys, Sells, EFT's, Dividends, and more.  It also records trade prices, trade dates, and commissions paid.

How does it benefit you?

Save time at tax season by viewing all your transactions since account inception. Advanced filtering and sorting allows you to find transactions easily. This historical data can also be exported to Excel for analytical purposes.

How do you use it?

Use the filter tools to isolate transactions for just one security. More advanced investors can use the Download feature at the bottom of the page to export their entire account history to Excel.

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