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:

  1. Go the account dashboard
  2. Go to your investment accounts
  3. From the three-dot menu, select View Transaction History

If you're not redirected:

  1. Select Services then Transaction lists
  2. Under Investment transaction history, select Review
Last updated February 28, 2025