You can view your full transaction history directly in the Client Portal.
- 1. Log in to the Client Portal.
- 2. Go to Funds > Transaction History.
- 3. Select the Deposits or Withdrawal tab to view the relevant records.
- 4. Use the date filter in the top right corner to narrow down your search.
To export your records, click the Download button in the top right corner. The exported report includes an Account Summary showing your total deposits, withdrawals, balance, and reversals. Note that the "Transfer" category in the report refers to internal transfers between your trading accounts (both transfer-ins and transfer-outs).