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
- Log In with your User Name and Password.
- 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.