Account Activity
Account activity highlights recent transactions or changes so you can track movement within your accounts.
How you can use Account activity
- Review recent deposits, withdrawals, or changes
- Understand activity trends over time
- Prepare questions for your advisor
How it works
Account activity is available within an account’s detail view. Activity shown depends on the account type and the data provided by the financial institution.
- Navigate to your Portfolio
- Select the Accounts tab
- Select an individual account
- View the Account activity section
Activity updates as new information is received from connected financial institutions.
All Account Articles
Account Types
Each account is classified as an asset or a liability. This setting determines how the account affects your net worth.
Investment Accounts
Accounts that hold assets like stocks, bonds, funds, or other securities that you invest through a financial institution.
Banking Accounts
Accounts used for everyday cash management, deposits, or loans held at a financial institution.