To check these records, sign in to the Client Portal and open Transaction. It provides one view of supported financial and product activity, including:
Sign in to the Client Portal.
Open Transaction.
Deposits
Withdrawals
Internal transfers
External transfers
Refunds
Rebates
Investments
Signal P&L
Signal Performance Fees
Signal Terminations
Fund subscriptions
Fund redemptions
Fund Performance Fees
Fund Management Fees
Fund Promotional Rewards
Negative-balance resets
Balance Adjustments
FXT AI subscription recharges
FXT AI subscription deductions
Contract/signing deductions
Partner/IB commission reissues
Partner/IB commission deductions
These names describe record scope and may not be exact filter labels. Available filters, fields and actions depend on the record and the current Client Portal. Transaction is for reviewing existing records; use the relevant product flow to start or change an action.