Welcome to your Activity tab, by clicking on Activity you are given the following three options: Stock Transactions, Cash Activity and Income Activity.
1. Stock Transactions:
Stock Transactions allows you to view your buys and sells (and other stock related transaction activity). Use the filter bar filter by account, service and wrapper and the upper controls for transaction type, your chosen date range and to search for a transaction.
1. Filter by transaction type
2. Filter by date
3. Search for a specific stock transaction
4. Sort by any of these: Date, Description (alphabetically), Transaction type, Quantity, Currency, Amount, Account, Reason
5. Click here to go through the the documents page where you will find the contract notes for this particular transaction
6. Show the current exchange rates
7. Click on these to either print or export your transactions, to find out more information on Printing and Exporting please see our dedicated help page
2. Cash Activity:
Cash Activity is your “Account Statement” and allows you to view both capital or income ledgers. Click a row to see the income / capital breakdown, then click each the individual ledger to view the transactions within, such as dividend payments, cash movements and fees. You can also filter this information by date range.
1. Filter by Transaction type
2. Filter by Date Range
3. Click anywhere here to expand each section
4. This will take you through to a full expansion of the income for this account
5. This will show the current exchange rates
6. Click on these to either print or export your transactions, to find out more information on Printing and Exporting please see our dedicated page
1. Filter and sort by date
2. Exchange rates
3. Export
4. Done to leave page
3. Income Activity:
Income activity allows you to see the income received for a given calendar year or tax year, in the form of dividends.
1. Filter by time period
2. Sort by date
3. Exchange rates
4. Print or Export
5. View your Income as a chart