View my transaction history

Follow this article to view and export your transaction history conveniently.

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1. Log in to the Investor Portal. 

2. Click on the "Transactions" tab in the navigation bar.
Access documents 1 Transactions tab
3. Across the top of the list of documents, you can use filters to sort by date or time period, fund, or type of transaction.

4. View the transaction in the portal, or you can export your transactions (as a CSV file) using the “Export CSV” button on the right of the page.

5. To see more information about a specific transaction, click the "View" link beside the transaction.

Please note, this is an example only.

Download the help guide here.
Access documents 1 Documents tab PS adding MP banner to caruso s shot With Box