Frequently-Asked Questions : Transactions

Viewing all transactions across multiple accounts

To view all transactions across all of the accounts listed on your “Account Summary” page, follow these steps:

  1. Click on the “Accounts” tab at the top of the screen to view the “Account Summary” page.
  2. In the menu on the left, click on the “Account Details” menu option.
  3. Click on the “View All Transactions” menu item.

This will display all transactions across all accounts listed on your “Account Summary” page. You can see which account each transaction belongs to by looking in the “Account/Number” column.