Transaction History/Pending Transactions

Pending Transactions - View your pending transactions securely online. Once your transaction request has been submitted, it cannot be changed or canceled.

Transaction History - Complete transaction history is available securely online on the Transaction History page.

Steps to View Transaction History/Pending Transactions

  1. Log In with your User Name and Password.
  2. If taken to the:
    • My Total Assets page, select the Transaction History link under the applicable portfolio.
    • Account Summary page, select the Transaction History tab.