Viewing all transactions in an account
In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.
In the left-hand column, click Accounts. The Accounts spreadsheet opens.
Double-click the account for which you want to view transactions. The account opens and defaults to the Holdings Summary screen. All the holdings are listed.
In the left-hand column, click on Transactions. The Transactions view opens and lists all securities and their transactions.
Viewing all of one security's transactions
In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.
In the left-hand column, click Accounts. The Accounts spreadsheet opens.
Double-click the account for which you want to view transactions. The account opens and defaults to the Holdings Summary screen. All the holdings are listed.
Right-click on the desired security. A pop-up box opens. Click View Transaction. The Transactions view opens and lists all the transactions for that one security.
To view all transactions of a certain type and/or time period