Tools & Resources
Overview Tour
Account Information
From the Account Information section, you can view your intraday report summary, detail, and transactions for the current day. View previous day summary, detail, and transactions for the previous 30 days. From here, you can also search transactions or initiate book transfers.
Account Transfer
From Account Transfer page, you can initiate a transfer by first selecting your accounts in the Transfer FROM and Transfer TO dropdowns.
Account Transfer
Enter the transfer amount in the Amount field.
Account Transfer
If you wish, you can enter a memo in the Memo (optional) field.
Account Transfer
Select Continue to complete the transfer and view the confirmation screen.
