How do I access transaction history for my investment account?
From the home page, select the investment account you'd like to review.
If you're redirected to the Smart Investor page:
- Go the account dashboard
- Go to your investment accounts
- From the three-dot menu, select View Transaction History
If you're not redirected:
- Select Services then Transaction lists
- Under Investment transaction history, select Review
Last updated February 28, 2025