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Monitoring Investment Activities in Your Account

Use Client Portal filters to track investment initiations, terminations, profit withdrawals, and dividend distributions while applying the relevant account transaction rules.

Monitoring Investment Activities in Your Account

As an investor, keeping track of your investment activities is essential for maintaining clear financial records. Your Client Portal provides comprehensive tools to monitor all your investment-related transactions.
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How to View Your Investment Transactions

  1. Log into your Client Portal

  2. Navigate to the "Transaction history" tab

  3. Use the available filters to customize your view:

    • Time period (daily, weekly, monthly, or custom date range)

    • Transaction type (select options related to Funds Management)

    • Transaction status

    • Specific accounts

The transaction history displays all your investment activities, including:

  • Investment initiations

  • Investment terminations

  • Profit withdrawals

  • Dividend distributions

Note: All standard deposit and withdrawal rules shown for the relevant Investor account still apply. Use the available deposit, withdrawal and transaction-status controls in the Client Portal.

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