Transactions

To view transactions you have previously made, navigate to "Transactions" on the left-hand side of dashboard.

Transactions in linked accounts will be listed. Click the blue "Export" button to export the transactions to CSV. You can search for a specific transaction using the search bar at the bottom of the page. You can search by symbol, security, or date of transaction. Click "View" next to a specific transaction to view full details.

Full details will be listed including compliance status and brokerage account.

Click "Add File+" to add any supporting documents.

Click "Add Note" to add any additional details regarding the transaction. Please note that any notes and documents added can be viewed by admins. 

Notes can be edited or deleted after they have been added. Click the pencil icon to edit the note. Click the red trash icon to delete the note. 

The change log shows the different updates to the transaction.