How can we help?

1 — On the Portfolio Overview Page, click on the Cash Account.

2 — On the Cash Account page, click ‘Add Transaction’.

3 — Select the date of the transaction from the calendar.

4 — Select the transaction type from the dropdown menu.

5 — Type the amount of the transaction in the ‘Amount’ field.

6 — Type a description of the transaction for your reference in the ‘Description’ field. The transactions can be searched for by the description.

7 — Click ‘Add Transaction’ to save the transaction to the Cash Account.