Frequently-Asked Questions : Transactions

Switching between accounts on the transactions screen

While you are viewing a list transactions in the “Transaction History” screen, an easy way to switch between accounts is to use the “Switch Accounts” option. Find the “Switch Accounts” link just above the list of transactions. Click on the “Switch Accounts” link and a menu will appear containing a list of shares, loans, or credit cards on your account. Finally, click on one of the menu options to view the transactions for that account, loan, or card.