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Jcolemcso
Contributor
Contributor

How can I go back on line and see last 12 months of account activity.  I can't seem to get more than a couple months of history.. 

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sharpiemarker
Esteemed Advisor
Esteemed Advisor

@Jcolemcso

 

Click Statements on the Activity page, then click Custom. Then on Activity Download select the report fields you want in the download and select your date range, etc.


Kudos & Solved are greatly appreciated. 🙂
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