Transaction History

This screen lets you view information about cash deposits, cash withdrawals, inbound and outbound position transfers and internal transfers for your account or for a client or sub account that you manage for up to the last 90 days.

You can:

• View summary information about your transactions at a glance.
• Adjust the time period to view transactions from the last day to the last 90 days using a slider.
• Search for transactions.
• Filter transactions by transaction type, method and status.
• Sort the list of transactions by any column.
• Click a transaction to view additional details in a popup.
• Cancel a transaction from the details popup.
• Modify a pending deposit notification.
• Elect to stop payment on a check withdrawal from the details popup.

The icons in the upper right corner let you:

• Print the transaction history.
• Export the transaction history to Microsoft Excel.
• Display additional information on the screen.