History

  • Select the criteria you want to display.

  • Dynamically sort your account history by data column.

Track the historical performance of your stock

The History screen gives you a customizable space to organize and view your history and isolate the entries or types of activity you are searching for, helping you create an investment strategy for the future that avoids the pitfalls of the past.

Define the length of history you view

  • View the past month, year, seven days or any customizable increment of time.
  • Analyze how market and sector trends have affected your account balance by comparing your performance with news.

Search your history and filter your results

  • Search for the history of a particular investment or the entire account.
  • Filter your results by transaction type or view all of your transactions at once.
  • Organize your results by date, transaction, share quantity, description, symbol, account type, price or amount.

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