Account review

fastsled
Contributor
Contributor

I need protocol to review the last six months of my account activity.

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1 ACCEPTED SOLUTION

Accepted Solutions
Solved

kernowlass
Esteemed Advisor
Esteemed Advisor

@fastsled

 

Go to Activity > Click on Statements with the 3 horizontal lines underneath NOT the blue link below > click on Custom the top option > scroll down the left hand side and click on Transactions > click on the last on the right Transaction Finder > select the way you want to search in the search box and scroll down to transaction type and date and fill it all in.


Advice is voluntary.
Kudos / Solution appreciated.

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1 REPLY 1
Solved

kernowlass
Esteemed Advisor
Esteemed Advisor

@fastsled

 

Go to Activity > Click on Statements with the 3 horizontal lines underneath NOT the blue link below > click on Custom the top option > scroll down the left hand side and click on Transactions > click on the last on the right Transaction Finder > select the way you want to search in the search box and scroll down to transaction type and date and fill it all in.


Advice is voluntary.
Kudos / Solution appreciated.
Login to Me Too

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