View Your Account History

The customers can view the history of the activities conducted by them using this account. The customers have to be logged on, using their User ID and Password to access this feature. In case they are not logged on, the system would prompt them to log on before accessing this feature.

The Account History table displays by default the last 20 transactions (in ascending order) in the customer account. The customers have the following options on which they can query to find the specific transactions they are looking for.

Option 1
The customers can query for the transaction of a specified transaction type, conducted by them. The default presented to them contains all the transactions conducted by them. In case they want to look up for a specific kind of transaction conducted, they can choose that from the drop-down provided for transaction type and click show button provided on the screen. On doing so they are provided the last 20 transactions of the specified transaction type (or less, in case 20 transaction of that type are not available) in the Account History table. 

Option 2
The customers can query for the transactions of a specified ticker symbol, for which they have conducted trade. The default presented to them contains the transactions conducted by them for all ticker symbols. In case they want to look up for transaction conducted for a specific ticker symbol, they can choose that from the drop-down provided for stock symbol and click show button provided on the screen. On doing so they are provided the last 20 transactions for that ticker symbol (or less, in case 20 transaction of that ticker symbol are not available) in the Account History table. 

Option 3
The customers can query for the transactions conducted by them within a specific time period. The default presented to them contains the latest 20 transactions conducted by them in the current month. In case they want to look up for the transaction conducted within a specified time period, they can choose the from date and to date from the drop-downs provided to them and click show button provided on the screen. On doing so they are provided the last 20 transactions conducted within that time period (or less, in case 20 transactions have not been conducted within that time period) in the Account History table. 

The Customers can use any of the options or a combination of options to query for the transactions in the Account History table.
In case there are more than 20 records, the customers can navigate between pages using the next page and previous page buttons provided to them on the screen.

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Monthly Statement
The Customers can view the account activities for the current month. This includes the entire buy, sell, deposit and withdraw transaction performed by them as well the stock split, dividends, bonus etc. that are related to the stock in his portfolio.

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Specified Time Period
The customers have the option of entering the desired month or range of months for obtaining the account history.

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