Transaction History guide

Once you sign on, select "Transaction History" from the menu. You’ll then see an overview of all your transactions over the past 45 days.

Want to view the details of a different account? Choose an account from the dropdown menu.

Remember making a trade in the past few months, but can’t recall the exact date? Narrow your search by sorting your transaction by date:

• The default view is the last 45 days, but you can also choose from preset date ranges or select your own customized date range.
• Transactions made more than 13 months ago can be found in your account statements on the eDocuments page.

Expand some of your transactions for more details including the settlement account, commission and the exchange rate.

Need to create a spreadsheet with your transactions? Download your transaction history to Excel. Select Download transactions and follow the prompts to download or save the file.