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Transactions

06/15/21

The Transactions card allows you to view and filter the most recent transactions in portfolios and accounts. The expanded card shows additional transaction details.

Click Portfolio > Transactions from the drop-down menu.

Transactions 1

To expand a card, click on the title of the card and the card changes into Expanded view.

Transactions 2

To collapse a card, click on the title of the card and the card changes back into Consolidated View, which is the default.