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.
How to View Your Investment Transactions
Log into your Client Portal
Navigate to the "Transaction history" tab
Use the available filters to customize your view:
Time period (daily, weekly, monthly, or custom date range)
Transaction type (select options related to Fund 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 policies apply to investor accounts. For specific guidance on managing funds as an investor, please refer to our detailed guides on deposits and withdrawals for investors.
If you need assistance with tracking your transactions, please contact our support team through Live Chat in the Service Hub, submit a ticket, or email [email protected].