How to view your Investment Portfolio's Transaction History on ADCB Personal Internet Banking
To begin, go to the menu on the top left corner of your screen. Tap on Track Investments and choose 'Transaction History'. Alternatively, there is a quick access icon on the dashboard for easy access. Next, tap on the drop down and select the date, currency, and portfolio you want to view transactions for.
Once you submit, the transactions that fall between the selected dates will load on the screen. The details displayed on the screen include:
- Security
- Transaction Type
- Date
- Amount
- Fees at the transaction level
For quantities that are blank, these are the corporate action transactions. To make it even more useful, you can sort this report in an ascending or descending order and apply filters to see the data that is most relevant to you.
For Glossary of terms, abbreviations and explanations on investments, please visit adcb.com/invglossary.
Discover reliable, innovative Wealth Management solutions. Learn more.
Tags: Wealth matters Tutorial Videos Banking knowledge Digital products & services Money transfeers & exchange Transaction history Internet Banking
Letters spacing
Line height
Default
Big
More big
Default
Black & White